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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 | $137,454 | $202,440-32.1% | $169,390-18.9% | $139,466-1.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.09% | 532.36%-515.3pp | 406.07%-389.0pp | 373.66%-356.6pp |
| Employer contribution / active EE | $3,006 | $4,693-35.9% | $4,013-25.1% | $4,754-36.8% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,416 | $10,722-40.2% | $9,015-28.8% | $11,409-43.8% |