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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 | $220,623 | $142,409+54.9% | $119,634+84.4% | $134,545+64.0% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | 6.90% | -12.46%+19.4pp | -14.98%+21.9pp | 418.37%-411.5pp |
| Employer contribution / active EE | $7,826 | $5,224+49.8% | $4,232+84.9% | $4,742+65.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $68,367 | $13,594+402.9% | $10,329+561.9% | $11,431+498.1% |