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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 | $221,179 | $166,242+33.0% | $165,071+34.0% | $145,884+51.6% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 24.43% | 100.44%-76.0pp | 70.17%-45.7pp | 551.85%-527.4pp |
| Employer contribution / active EE | $15,789 | $5,283+198.9% | $4,347+263.2% | $4,662+238.7% |
| Participant deferral / active EE | $3,604 | $6,964-48.3% | $6,035-40.3% | $6,690-46.1% |
| Admin fee / account holder | $20,646 | $16,658+23.9% | $12,695+62.6% | $13,392+54.2% |