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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 | $15,277 | $138,102-88.9% | $125,381-87.8% | $134,532-88.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 31.91% | 750.73%-718.8pp | 572.31%-540.4pp | 418.27%-386.4pp |
| Employer contribution / active EE | $2,515 | $5,245-52.0% | $4,815-47.8% | $4,741-46.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $685 | $11,568-94.1% | $10,007-93.2% | $11,429-94.0% |