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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 | $85,711 | $138,114-37.9% | $125,391-31.6% | $134,545-36.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 10.26% | 750.88%-740.6pp | 572.41%-562.2pp | 418.37%-408.1pp |
| Employer contribution / active EE | $4,286 | $5,246-18.3% | $4,816-11.0% | $4,742-9.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,259 | $11,570-89.1% | $10,009-87.4% | $11,431-89.0% |