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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 | $87,113 | $58,828+48.1% | $78,002+11.7% | $62,881+38.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.63% | 17.16%-8.5pp | 425.99%-417.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $10,931 | $1,672+553.9% | $2,470+342.5% | $2,281+379.3% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,044 | $4,393-76.2% | $5,481-80.9% | $4,296-75.7% |