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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 | $227,666 | $183,516+24.1% | $155,534+46.4% | $145,884+56.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.84% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $9,936 | $5,315+87.0% | $4,675+112.6% | $4,662+113.1% |
| Participant deferral / active EE | $2,206 | $6,467-65.9% | $5,630-60.8% | $6,690-67.0% |
| Admin fee / account holder | $171,401 | $19,293+788.4% | $15,900+978.0% | $13,392+1179.9% |