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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 | $177,851 | $167,323+6.3% | $143,770+23.7% | $134,493+32.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.94% | 0.47%-15.4pp | -0.04%-14.9pp | 418.01%-433.0pp |
| Employer contribution / active EE | $9,005 | $5,619+60.3% | $4,951+81.9% | $4,740+90.0% |
| Participant deferral / active EE | $6,092 | $6,446-5.5% | $5,638+8.1% | $6,400-4.8% |
| Admin fee / account holder | $1,680 | $18,088-90.7% | $14,673-88.6% | $11,425-85.3% |