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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 | $147,269 | $217,427-32.3% | $185,837-20.8% | $167,518-12.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.20% | 148.39%-127.2pp | 122.08%-100.9pp | 478.71%-457.5pp |
| Employer contribution / active EE | $1,397 | $5,874-76.2% | $5,168-73.0% | $4,838-71.1% |
| Participant deferral / active EE | $7,150 | $6,357+12.5% | $5,568+28.4% | $6,342+12.7% |
| Admin fee / account holder | $80,746 | $19,816+307.5% | $16,241+397.2% | $12,312+555.8% |