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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 | $151,097 | $217,432-30.5% | $185,849-18.7% | $167,536-9.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.02% | 148.42%-127.4pp | 122.10%-101.1pp | 478.82%-457.8pp |
| Employer contribution / active EE | $7,424 | $5,875+26.4% | $5,169+43.6% | $4,839+53.4% |
| Participant deferral / active EE | $6,393 | $6,357+0.6% | $5,569+14.8% | $6,342+0.8% |
| Admin fee / account holder | $3,317 | $19,818-83.3% | $16,244-79.6% | $12,315-73.1% |