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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 | $146,041 | $183,516-20.4% | $155,534-6.1% | $145,884+0.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 9.15% | 61.43%-52.3pp | 64.92%-55.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $3,022 | $5,315-43.1% | $4,675-35.4% | $4,662-35.2% |
| Participant deferral / active EE | $13,975 | $6,467+116.1% | $5,630+148.2% | $6,690+108.9% |
| Admin fee / account holder | $1,362 | $19,293-92.9% | $15,900-91.4% | $13,392-89.8% |