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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 | $134,663 | $110,337+22.0% | $102,383+31.5% | $145,877-7.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 13.09% | 24.83%-11.7pp | 24.94%-11.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,166 | $5,621+134.2% | $5,060+160.2% | $6,691+96.8% |
| Admin fee / account holder | $13,786 | $9,750+41.4% | $8,391+64.3% | $13,402+2.9% |