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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 | $164,904 | $282,059-41.5% | $213,469-22.8% | $154,746+6.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.88% | 20.90%-11.0pp | 20.58%-10.7pp | 172.34%-162.5pp |
| Employer contribution / active EE | $4,003 | $6,189-35.3% | $4,994-19.8% | $4,379-8.6% |
| Participant deferral / active EE | $27,118 | $8,186+231.3% | $6,841+296.4% | $6,730+302.9% |
| Admin fee / account holder | $13,590 | $37,435-63.7% | $27,141-49.9% | $14,365-5.4% |