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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 | $191,479 | $142,361+34.5% | $119,608+60.1% | $134,509+42.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 16.54% | -12.46%+29.0pp | -14.98%+31.5pp | 418.13%-401.6pp |
| Employer contribution / active EE | $23,981 | $5,224+359.1% | $4,232+466.6% | $4,741+405.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $23,247 | $13,588+71.1% | $10,326+125.1% | $11,427+103.4% |