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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 | $150,214 | $71,873+109.0% | $86,698+73.3% | $68,490+119.3% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | 4.40% | 3.54%+0.9pp | 35.96%-31.6pp | -7.85%+12.3pp |
| Employer contribution / active EE | $43,537 | $2,173+1903.2% | $2,837+1434.7% | $2,597+1576.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $20,996 | $6,110+243.6% | $7,492+180.2% | $5,403+288.6% |