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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 | $115,533 | $134,817-14.3% | $123,973-6.8% | $155,188-25.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.24% | 515.49%-502.2pp | 388.13%-374.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $9,000 | $4,425+103.4% | $4,126+118.1% | $4,248+111.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,509 | $13,245-35.8% | $11,799-27.9% | $14,480-41.2% |