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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 | $125,668 | $148,629-15.4% | $135,982-7.6% | $139,487-9.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.67% | 79.33%-66.7pp | 68.32%-55.6pp | 373.84%-361.2pp |
| Employer contribution / active EE | $2,552 | $5,247-51.4% | $4,859-47.5% | $4,755-46.3% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,288 | $12,406-73.5% | $10,767-69.5% | $11,407-71.2% |