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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 | $165,361-72.2% | $149,715-69.3% | $158,950-71.1% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 20.16% | 348.24%-328.1pp | 276.66%-256.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $9,100 | $5,103+78.3% | $4,645+95.9% | $4,762+91.1% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,271 | $10,808-79.0% | $9,310-75.6% | $11,248-79.8% |