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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 | $143,182 | $133,983+6.9% | $112,244+27.6% | $134,493+6.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 5.10% | 47.13%-42.0pp | 27.46%-22.4pp | 418.01%-412.9pp |
| Employer contribution / active EE | $24,534 | $4,039+507.5% | $3,635+574.9% | $4,740+417.6% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $13,658 | $7,490+82.3% | $6,411+113.0% | $11,425+19.5% |