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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 | $146,087 | $124,346+17.5% | $111,308+31.2% | $167,536-12.8% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 9.95% | 37.45%-27.5pp | 54.67%-44.7pp | 478.82%-468.9pp |
| Employer contribution / active EE | $12,008 | $3,437+249.4% | $2,732+339.6% | $4,839+148.2% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,794 | $10,621+48.7% | $7,965+98.3% | $12,315+28.3% |