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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 | $213,707 | $160,059+33.5% | $140,019+52.6% | $135,379+57.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.98% | 911.44%-915.4pp | 651.15%-655.1pp | 519.79%-523.8pp |
| Employer contribution / active EE | $2,833 | $6,420-55.9% | $5,605-49.5% | $4,779-40.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20,922 | $13,328+57.0% | $10,705+95.4% | $10,828+93.2% |