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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 | $122,811 | $140,592-12.6% | $123,105-0.2% | $125,389-2.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 10.10% | 16.80%-6.7pp | 13.22%-3.1pp | 282.24%-272.1pp |
| Employer contribution / active EE | $7,115 | $6,041+17.8% | $5,151+38.1% | $4,866+46.2% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,243 | $11,198-62.1% | $9,014-52.9% | $9,541-55.5% |