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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 | $208,088-17.4% | $186,193-7.7% | $154,746+11.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.76% | 89.97%-78.2pp | 78.03%-66.3pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,756 | $4,340-36.5% | $3,918-29.7% | $4,379-37.1% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,500 | $11,698-1.7% | $11,058+4.0% | $14,365-19.9% |