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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 | $91,170 | $160,040-43.0% | $147,096-38.0% | $145,877-37.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.74% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $3,930 | $5,289-25.7% | $4,936-20.4% | $4,663-15.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $594 | $15,050-96.1% | $13,005-95.4% | $13,402-95.6% |