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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 | $37,429 | $176,105-78.7% | $159,474-76.5% | $167,536-77.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.39% | 331.91%-320.5pp | 263.68%-252.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $8,152 | $5,299+53.8% | $4,831+68.7% | $4,839+68.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,091 | $12,559-59.5% | $10,802-52.9% | $12,315-58.7% |