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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 | $93,216 | $184,000-49.3% | $162,185-42.5% | $152,909-39.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.43% | 150.80%-132.4pp | 115.61%-97.2pp | 345.46%-327.0pp |
| Employer contribution / active EE | $8,505 | $6,370+33.5% | $5,613+51.5% | $4,764+78.5% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,101 | $13,124-76.4% | $10,844-71.4% | $11,601-73.3% |