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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 | $102,682 | $121,701-15.6% | $104,639-1.9% | $158,982-35.4% |
| Participation rate | 92.3% | 77.5%+14.8pp | 74.1%+18.2pp | 82.0%+10.3pp |
| Annual return | 3.55% | 465.72%-462.2pp | 340.67%-337.1pp | 302.99%-299.4pp |
| Employer contribution / active EE | $19,676 | $3,165+521.6% | $2,682+633.7% | $4,763+313.1% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,437 | $7,778+34.2% | $6,465+61.4% | $11,252-7.2% |