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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 | $146,364 | $102,382+43.0% | $147,005-0.4% | $80,874+81.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 23.48% | 134.89%-111.4pp | 418.76%-395.3pp | 35.62%-12.1pp |
| Employer contribution / active EE | $11,356 | $3,715+205.7% | $4,934+130.2% | $2,756+312.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,743 | $7,942-2.5% | $13,006-40.5% | $6,935+11.6% |