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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 | $194,504 | $106,115+83.3% | $85,969+126.3% | $125,388+55.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 3.25% | 13.93%-10.7pp | 9.32%-6.1pp | 282.24%-279.0pp |
| Employer contribution / active EE | $7,682 | $4,537+69.3% | $3,474+121.1% | $4,866+57.9% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,742 | $8,144+19.6% | $6,053+60.9% | $9,541+2.1% |