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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 | $63,669 | $138,114-53.9% | $125,391-49.2% | $134,545-52.7% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | 12.38% | 750.88%-738.5pp | 572.41%-560.0pp | 418.37%-406.0pp |
| Employer contribution / active EE | $15,920 | $5,246+203.5% | $4,816+230.6% | $4,742+235.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,414 | $11,570-87.8% | $10,009-85.9% | $11,431-87.6% |