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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 | $138,060 | $166,131-16.9% | $164,975-16.3% | $145,877-5.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.21% | 100.37%-77.2pp | 70.12%-46.9pp | 551.28%-528.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,159 | $6,962+2.8% | $6,033+18.7% | $6,691+7.0% |
| Admin fee / account holder | $9,520 | $16,648-42.8% | $12,688-25.0% | $13,402-29.0% |