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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 | $45,972 | $165,399-72.2% | $149,745-69.3% | $158,982-71.1% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 20.16% | 348.34%-328.2pp | 276.72%-256.6pp | 302.99%-282.8pp |
| Employer contribution / active EE | $9,100 | $5,105+78.3% | $4,646+95.9% | $4,763+91.1% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,271 | $10,811-79.0% | $9,312-75.6% | $11,252-79.8% |