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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 | $222,662 | $201,344+10.6% | $184,243+20.9% | $145,877+52.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.33% | 29.01%-12.7pp | 28.82%-12.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,448 | $7,022-65.1% | $6,427-61.9% | $4,663-47.5% |
| Participant deferral / active EE | $12,000 | $9,807+22.4% | $9,132+31.4% | $6,691+79.4% |
| Admin fee / account holder | $2,588 | $16,382-84.2% | $13,914-81.4% | $13,402-80.7% |