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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 | $140,166 | $198,457-29.4% | $170,435-17.8% | $147,586-5.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.63% | 257.30%-245.7pp | 205.94%-194.3pp | 578.59%-567.0pp |
| Employer contribution / active EE | $9,023 | $6,183+45.9% | $5,432+66.1% | $4,876+85.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,333 | $16,852-50.6% | $13,881-40.0% | $10,886-23.4% |