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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 | $239,533 | $171,867+39.4% | $149,721+60.0% | $147,586+62.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 31.90% | 2113.36%-2081.5pp | 1501.67%-1469.8pp | 578.59%-546.7pp |
| Employer contribution / active EE | $15,737 | $6,275+150.8% | $5,444+189.1% | $4,876+222.7% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29,496 | $13,799+113.8% | $11,282+161.4% | $10,886+171.0% |