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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 | $171,920 | $289,211-40.6% | $260,467-34.0% | $198,609-13.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 11.76% | 112.90%-101.1pp | 100.60%-88.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,756 | $4,663-40.9% | $4,239-35.0% | $5,055-45.5% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,500 | $16,236-29.2% | $15,461-25.6% | $19,030-39.6% |