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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 | $217,095 | $157,304+38.0% | $141,197+53.8% | $152,909+42.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.24% | 64.34%-30.1pp | 71.41%-37.2pp | 345.46%-311.2pp |
| Employer contribution / active EE | $18,301 | $5,263+247.8% | $4,736+286.4% | $4,764+284.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,637 | $12,126-20.5% | $10,265-6.1% | $11,601-16.9% |