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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 | $98,224 | $138,114-28.9% | $125,391-21.7% | $134,545-27.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | 9.41% | 750.88%-741.5pp | 572.41%-563.0pp | 418.37%-409.0pp |
| Employer contribution / active EE | $7,151 | $5,246+36.3% | $4,816+48.5% | $4,742+50.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,787 | $11,570-75.9% | $10,009-72.2% | $11,431-75.6% |