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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 | $121,156 | $175,259-30.9% | $149,723-19.1% | $139,487-13.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.10% | 166.82%-150.7pp | 134.50%-118.4pp | 373.84%-357.7pp |
| Employer contribution / active EE | $3,101 | $5,478-43.4% | $4,821-35.7% | $4,755-34.8% |
| Participant deferral / active EE | $8,629 | $6,522+32.3% | $5,682+51.8% | $6,713+28.5% |
| Admin fee / account holder | $1,556 | $16,158-90.4% | $13,215-88.2% | $11,407-86.4% |