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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 | $77,467 | $138,114-43.9% | $125,391-38.2% | $134,545-42.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.41% | 750.88%-757.3pp | 572.41%-578.8pp | 418.37%-424.8pp |
| Employer contribution / active EE | $15,425 | $5,246+194.0% | $4,816+220.3% | $4,742+225.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,043 | $11,570+4.1% | $10,009+20.3% | $11,431+5.4% |