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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 | $132,839 | $150,447-11.7% | $136,298-2.5% | $147,586-10.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 67.53% | 1049.15%-981.6pp | 5156.27%-5088.7pp | 578.59%-511.1pp |
| Employer contribution / active EE | $7,255 | $5,256+38.0% | $4,696+54.5% | $4,876+48.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,076 | $10,906-53.5% | $9,244-45.1% | $10,886-53.4% |