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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 | $44,469 | $156,398-71.6% | $147,318-69.8% | $138,895-68.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 117.73% | 78.75%+39.0pp | 70.43%+47.3pp | 145.39%-27.7pp |
| Employer contribution / active EE | $25,668 | $4,853+428.9% | $4,593+458.9% | $4,194+512.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,183 | $14,976-78.7% | $13,708-76.8% | $12,562-74.7% |