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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 | $143,665 | $153,769-6.6% | $133,975+7.2% | $273,972-47.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.09% | 36.51%-25.4pp | 29.29%-18.2pp | 41.46%-30.4pp |
| Employer contribution / active EE | $22,456 | $6,029+272.5% | $5,211+330.9% | $4,869+361.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,211 | $11,765+12.3% | $9,324+41.7% | $10,133+30.4% |