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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 | $130,013 | $71,873+80.9% | $86,698+50.0% | $68,490+89.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 2.32% | 3.54%-1.2pp | 35.96%-33.6pp | -7.85%+10.2pp |
| Employer contribution / active EE | $3,663 | $2,173+68.5% | $2,837+29.1% | $2,597+41.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $19,697 | $6,110+222.3% | $7,492+162.9% | $5,403+264.6% |