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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 | $196,248 | $136,307+44.0% | $106,619+84.1% | $273,972-28.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.70% | 11.05%-7.4pp | 9.42%-5.7pp | 41.46%-37.8pp |
| Employer contribution / active EE | $7,682 | $5,190+48.0% | $3,947+94.6% | $4,869+57.8% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,615 | $8,625+23.1% | $6,418+65.4% | $10,133+4.8% |