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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 | $212,759 | $72,486+193.5% | $87,103+144.3% | $72,976+191.5% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.9%+18.2pp | 69.5%+25.6pp |
| Annual return | 25.53% | 24.46%+1.1pp | 28.19%-2.7pp | 81.02%-55.5pp |
| Employer contribution / active EE | $24,276 | $1,894+1181.8% | $2,521+862.8% | $2,440+894.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,498 | $5,055+87.9% | $7,491+26.8% | $5,124+85.4% |