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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 | $162,276 | $211,239-23.2% | $178,528-9.1% | $145,877+11.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.61% | 30.22%-9.6pp | 27.11%-6.5pp | 551.28%-530.7pp |
| Employer contribution / active EE | $3,589 | $4,570-21.5% | $3,950-9.1% | $4,663-23.0% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,230 | $12,095-48.5% | $10,419-40.2% | $13,402-53.5% |