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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 | $179,245 | $76,367+134.7% | $93,614+91.5% | $72,983+145.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 24.89% | 25.82%-0.9pp | 32.76%-7.9pp | 81.01%-56.1pp |
| Employer contribution / active EE | $11,960 | $2,275+425.6% | $2,718+340.0% | $2,440+390.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,207 | $6,838-82.3% | $7,889-84.7% | $5,124-76.4% |