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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 | $123,974 | $127,387-2.7% | $115,038+7.8% | $125,389-1.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.29% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $4,656 | $5,166-9.9% | $4,608+1.0% | $4,866-4.3% |
| Participant deferral / active EE | $12,019 | $6,423+87.1% | $6,026+99.4% | $5,352+124.6% |
| Admin fee / account holder | $1,177 | $9,516-87.6% | $8,175-85.6% | $9,541-87.7% |