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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 | $134,659 | $180,459-25.4% | $154,108-12.6% | $135,380-0.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.47% | 888.21%-881.7pp | 735.21%-728.7pp | 519.81%-513.3pp |
| Employer contribution / active EE | $6,323 | $6,035+4.8% | $5,298+19.3% | $4,779+32.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,829 | $16,145-76.3% | $13,411-71.4% | $10,828-64.6% |