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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 | $159,163 | $209,405-24.0% | $178,486-10.8% | $158,931+0.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.86% | 188.77%-180.9pp | 151.08%-143.2pp | 302.86%-295.0pp |
| Employer contribution / active EE | $6,602 | $5,707+15.7% | $5,011+31.8% | $4,761+38.7% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,074 | $17,076-52.7% | $13,985-42.3% | $11,247-28.2% |