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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 | $98,850 | $124,314-20.5% | $109,163-9.4% | $167,518-41.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 26.29% | 26.04%+0.2pp | 25.75%+0.5pp | 478.71%-452.4pp |
| Employer contribution / active EE | $12,500 | $4,209+197.0% | $3,723+235.8% | $4,838+158.3% |
| Participant deferral / active EE | $19,500 | $5,256+271.0% | $4,654+319.0% | $6,342+207.5% |
| Admin fee / account holder | $705 | $7,973-91.2% | $6,754-89.6% | $12,312-94.3% |