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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 | $180,720 | $183,592-1.6% | $155,574+16.2% | $145,877+23.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.85% | 61.37%-45.5pp | 64.87%-49.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $8,358 | $5,317+57.2% | $4,676+78.7% | $4,663+79.2% |
| Participant deferral / active EE | $10,230 | $6,466+58.2% | $5,629+81.7% | $6,691+52.9% |
| Admin fee / account holder | $4,040 | $19,316-79.1% | $15,914-74.6% | $13,402-69.9% |