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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 | $178,553 | $80,983+120.5% | $96,544+84.9% | $75,177+137.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.26% | 27.05%-13.8pp | 25.88%-12.6pp | 160.75%-147.5pp |
| Employer contribution / active EE | $31,293 | $2,282+1271.0% | $2,966+954.9% | $2,671+1071.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,821 | $6,717+135.6% | $8,254+91.7% | $5,651+180.0% |