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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 | $215,241 | $149,679+43.8% | $117,039+83.9% | $147,585+45.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 9.69% | 19.31%-9.6pp | 18.95%-9.3pp | 578.58%-568.9pp |
| Employer contribution / active EE | $6,928 | $4,937+40.3% | $3,785+83.0% | $4,876+42.1% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,695 | $7,856-40.2% | $5,974-21.4% | $10,886-56.9% |