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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 | $245,548 | $76,608+220.5% | $56,077+337.9% | $145,877+68.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.83% | 3009.59%-3000.8pp | 1709.28%-1700.4pp | 551.28%-542.5pp |
| Employer contribution / active EE | $9,675 | $1,382+600.3% | $1,040+830.0% | $4,663+107.5% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,325 | $3,325+90.2% | $2,825+123.9% | $13,402-52.8% |