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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 | $177,955 | $106,588+67.0% | $94,215+88.9% | $155,188+14.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 9.49% | 29.39%-19.9pp | 28.22%-18.7pp | 148.84%-139.4pp |
| Employer contribution / active EE | $714 | $3,080-76.8% | $2,675-73.3% | $4,248-83.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,424 | $12,281-23.3% | $10,216-7.8% | $14,480-34.9% |