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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 | $114,119+1.2% | $107,187+7.8% | $138,895-16.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.24% | 273.21%-260.0pp | 204.55%-191.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $9,000 | $4,059+121.7% | $3,782+138.0% | $4,194+114.6% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,509 | $10,024-15.1% | $9,162-7.1% | $12,562-32.3% |