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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 | $102,429+42.9% | $147,096-0.5% | $80,925+80.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 23.48% | 135.02%-111.5pp | 419.75%-396.3pp | 35.65%-12.2pp |
| Employer contribution / active EE | $11,356 | $3,716+205.6% | $4,936+130.1% | $2,756+312.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,743 | $7,957-2.7% | $13,005-40.5% | $6,940+11.6% |