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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 | $119,483 | $198,457-39.8% | $170,435-29.9% | $147,586-19.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.42% | 257.30%-246.9pp | 205.94%-195.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $5,317 | $6,183-14.0% | $5,432-2.1% | $4,876+9.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,135 | $16,852-93.3% | $13,881-91.8% | $10,886-89.6% |