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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 | $131,851 | $148,558-11.2% | $135,925-3.0% | $139,427-5.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.24% | 79.22%-53.0pp | 68.25%-42.0pp | 373.27%-347.0pp |
| Employer contribution / active EE | $1,629 | $5,244-68.9% | $4,857-66.5% | $4,752-65.7% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,975 | $12,401-84.1% | $10,764-81.7% | $11,404-82.7% |