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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 | $96,135 | $82,678+16.3% | $125,391-23.3% | $68,490+40.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 6.76% | -5.97%+12.7pp | 572.41%-565.6pp | -7.85%+14.6pp |
| Employer contribution / active EE | $9,699 | $3,382+186.8% | $4,816+101.4% | $2,597+273.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,872 | $6,277-6.5% | $10,009-41.3% | $5,403+8.7% |