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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 | $93,065 | $65,566+41.9% | $86,235+7.9% | $75,177+23.8% |
| Participation rate | 90.3% | 60.5%+29.8pp | 69.0%+21.4pp | 67.2%+23.1pp |
| Annual return | 18.18% | 46.07%-27.9pp | 1170.03%-1151.9pp | 160.75%-142.6pp |
| Employer contribution / active EE | $12,751 | $1,553+720.9% | $2,381+435.5% | $2,671+377.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,299 | $5,470+70.0% | $6,856+35.6% | $5,651+64.5% |