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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 | $105,481 | $160,059-34.1% | $140,019-24.7% | $135,379-22.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 21.88% | 911.44%-889.6pp | 651.15%-629.3pp | 519.79%-497.9pp |
| Employer contribution / active EE | $13,235 | $6,420+106.2% | $5,605+136.1% | $4,779+177.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,706 | $13,328-57.2% | $10,705-46.7% | $10,828-47.3% |