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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 | $113,770 | $81,446+39.7% | $103,374+10.1% | $80,874+40.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 35.21% | 25.57%+9.6pp | 24.89%+10.3pp | 35.62%-0.4pp |
| Employer contribution / active EE | $22,593 | $3,107+627.1% | $3,869+483.9% | $2,756+719.9% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,818 | $6,715+1.5% | $8,394-18.8% | $6,935-1.7% |