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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 | $101,695 | $100,805+0.9% | $86,698+17.3% | $134,532-24.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -2.72% | 29.09%-31.8pp | 35.95%-38.7pp | 418.27%-421.0pp |
| Employer contribution / active EE | $10,082 | $3,490+188.9% | $2,837+255.4% | $4,741+112.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,618 | $10,925-30.3% | $7,493+1.7% | $11,429-33.3% |