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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 | $114,247 | $105,867+7.9% | $90,760+25.9% | $134,532-15.1% |
| Participation rate | 95.0% | 78.3%+16.7pp | 75.7%+19.3pp | 81.2%+13.8pp |
| Annual return | -2.20% | -10.99%+8.8pp | -12.16%+10.0pp | 418.27%-420.5pp |
| Employer contribution / active EE | $16,284 | $3,464+370.1% | $2,922+457.4% | $4,741+243.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,772 | $13,936+13.2% | $8,444+86.8% | $11,429+38.0% |