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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 | $138,118 | $198,457-30.4% | $170,435-19.0% | $147,586-6.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.75% | 257.30%-243.6pp | 205.94%-192.2pp | 578.59%-564.8pp |
| Employer contribution / active EE | $5,000 | $6,183-19.1% | $5,432-8.0% | $4,876+2.5% |
| Participant deferral / active EE | $8,264 | $5,629+46.8% | $4,939+67.3% | $5,439+51.9% |
| Admin fee / account holder | $3,165 | $16,852-81.2% | $13,881-77.2% | $10,886-70.9% |