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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 | $197,715 | $217,432-9.1% | $185,849+6.4% | $167,536+18.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.91% | 148.42%-127.5pp | 122.10%-101.2pp | 478.82%-457.9pp |
| Employer contribution / active EE | $7,498 | $5,875+27.6% | $5,169+45.1% | $4,839+55.0% |
| Participant deferral / active EE | $6,217 | $6,357-2.2% | $5,569+11.6% | $6,342-2.0% |
| Admin fee / account holder | $14,545 | $19,818-26.6% | $16,244-10.5% | $12,315+18.1% |