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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 | $142,470 | $217,427-34.5% | $185,837-23.3% | $167,518-15.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.96% | 148.39%-138.4pp | 122.08%-112.1pp | 478.71%-468.7pp |
| Employer contribution / active EE | $1,460 | $5,874-75.1% | $5,168-71.7% | $4,838-69.8% |
| Participant deferral / active EE | $4,007 | $6,357-37.0% | $5,568-28.0% | $6,342-36.8% |
| Admin fee / account holder | $1,302 | $19,816-93.4% | $16,241-92.0% | $12,312-89.4% |