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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 | $81,487+39.6% | $102,412+11.1% | $80,935+40.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 35.21% | 25.60%+9.6pp | 24.94%+10.3pp | 35.66%-0.4pp |
| Employer contribution / active EE | $22,593 | $3,103+628.1% | $3,870+483.8% | $2,757+719.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,818 | $6,717+1.5% | $8,388-18.7% | $6,924-1.5% |