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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 | $98,833 | $227,399-56.5% | $189,758-47.9% | $198,609-50.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.87% | 61.03%-52.2pp | 52.62%-43.7pp | 202.70%-193.8pp |
| Employer contribution / active EE | $7,829 | $5,526+41.7% | $4,767+64.2% | $5,055+54.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,988 | $25,162-88.1% | $20,388-85.3% | $19,030-84.3% |