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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 | $165,392 | $209,425-21.0% | $178,499-7.3% | $158,966+4.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.16% | 188.80%-167.6pp | 151.10%-129.9pp | 302.95%-281.8pp |
| Employer contribution / active EE | $13,050 | $5,707+128.7% | $5,011+160.4% | $4,762+174.0% |
| Participant deferral / active EE | $13,762 | $5,955+131.1% | $5,202+164.5% | $5,983+130.0% |
| Admin fee / account holder | $1,221 | $17,078-92.9% | $13,986-91.3% | $11,250-89.1% |