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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 | $199,499 | $217,432-8.2% | $185,849+7.3% | $167,536+19.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.66% | 148.42%-130.8pp | 122.10%-104.4pp | 478.82%-461.2pp |
| Employer contribution / active EE | $4,368 | $5,875-25.6% | $5,169-15.5% | $4,839-9.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,991 | $19,818-90.0% | $16,244-87.7% | $12,315-83.8% |