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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 | $247,968 | $94,529+162.3% | $140,019+77.1% | $64,181+286.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 8.95% | 7.77%+1.2pp | 651.15%-642.2pp | 7.63%+1.3pp |
| Employer contribution / active EE | $8,000 | $3,812+109.8% | $5,605+42.7% | $2,381+236.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,176 | $6,741-8.4% | $10,705-42.3% | $4,887+26.4% |