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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 | $135,558 | $167,353-19.0% | $143,797-5.7% | $134,545+0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.87% | 0.48%-13.3pp | -0.04%-12.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $9,148 | $5,620+62.8% | $4,952+84.7% | $4,742+92.9% |
| Participant deferral / active EE | $7,911 | $6,447+22.7% | $5,638+40.3% | $6,401+23.6% |
| Admin fee / account holder | $7,898 | $18,096-56.4% | $14,679-46.2% | $11,431-30.9% |