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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,816 | $157,276+42.3% | $141,177+58.5% | $152,885+46.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.37% | 64.33%-44.0pp | 71.40%-51.0pp | 345.39%-325.0pp |
| Employer contribution / active EE | $4,215 | $5,262-19.9% | $4,736-11.0% | $4,763-11.5% |
| Participant deferral / active EE | $12,667 | $7,110+78.1% | $6,710+88.8% | $5,851+116.5% |
| Admin fee / account holder | $2,051 | $12,123-83.1% | $10,263-80.0% | $11,598-82.3% |