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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 | $113,263 | $54,380+108.3% | $68,509+65.3% | $59,633+89.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 36.48% | 2.83%+33.6pp | 8.27%+28.2pp | 2041.45%-2005.0pp |
| Employer contribution / active EE | $13,274 | $1,539+762.8% | $2,278+482.7% | $2,203+502.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,453 | $3,885+143.3% | $5,275+79.2% | $4,297+120.0% |