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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 | $138,822 | $160,059-13.3% | $140,019-0.9% | $135,380+2.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.36% | 911.48%-906.1pp | 651.17%-645.8pp | 519.81%-514.4pp |
| Employer contribution / active EE | $7,286 | $6,420+13.5% | $5,605+30.0% | $4,779+52.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,831 | $13,328+18.8% | $10,705+47.9% | $10,828+46.2% |