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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 | $238,986 | $126,661+88.7% | $113,397+110.8% | $138,895+72.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.86% | 25.05%-12.2pp | 23.20%-10.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $6,179 | $3,456+78.8% | $2,977+107.5% | $4,194+47.3% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $39,141 | $14,549+169.0% | $11,957+227.4% | $12,562+211.6% |