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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 | $126,661-7.8% | $113,397+3.0% | $138,895-15.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.16% | 25.05%-14.9pp | 23.20%-13.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $12,610 | $3,456+264.9% | $2,977+323.6% | $4,194+200.7% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,746 | $14,549-33.0% | $11,957-18.5% | $12,562-22.4% |