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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 | $64,012 | $198,462-67.7% | $170,439-62.4% | $147,585-56.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.78% | 257.30%-244.5pp | 205.94%-193.2pp | 578.58%-565.8pp |
| Employer contribution / active EE | $5,987 | $6,184-3.2% | $5,433+10.2% | $4,876+22.8% |
| Participant deferral / active EE | $8,675 | $5,629+54.1% | $4,939+75.6% | $5,439+59.5% |
| Admin fee / account holder | $700 | $16,852-95.8% | $13,881-95.0% | $10,886-93.6% |