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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 | $126,543 | $167,522-24.5% | $151,639-16.5% | $134,532-5.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.62% | 7.81%-2.2pp | 3.34%+2.3pp | 418.27%-412.6pp |
| Employer contribution / active EE | $7,318 | $6,828+7.2% | $6,165+18.7% | $4,741+54.3% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,025 | $13,780-70.8% | $11,613-65.3% | $11,429-64.8% |