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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 | $174,878 | $183,516-4.7% | $155,534+12.4% | $145,884+19.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $7,143 | $5,315+34.4% | $4,675+52.8% | $4,662+53.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,380 | $19,293-46.2% | $15,900-34.7% | $13,392-22.5% |