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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 | $180,749-4.9% | $160,784+6.9% | $137,256+25.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.76% | 2234.46%-2222.7pp | 1803.92%-1792.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,756 | $4,155-33.7% | $3,733-26.2% | $4,156-33.7% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,500 | $10,397+10.6% | $9,717+18.3% | $12,270-6.3% |