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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 | $147,241 | $132,099+11.5% | $115,599+27.4% | $138,895+6.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 12.20% | 176.76%-164.6pp | 111.10%-98.9pp | 145.39%-133.2pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,515 | $5,617+51.6% | $4,889+74.2% | $6,396+33.1% |
| Admin fee / account holder | $54,548 | $15,650+248.6% | $12,841+324.8% | $12,562+334.2% |