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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 | $116,762 | $138,312-15.6% | $122,979-5.1% | $155,188-24.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 10.16% | 22.06%-11.9pp | 20.12%-10.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $12,610 | $3,530+257.2% | $3,062+311.8% | $4,248+196.9% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,746 | $15,089-35.4% | $12,864-24.2% | $14,480-32.7% |