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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 | $195,594 | $190,879+2.5% | $160,009+22.2% | $134,532+45.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.67% | 552.63%-555.3pp | 408.85%-411.5pp | 418.27%-420.9pp |
| Employer contribution / active EE | $21,250 | $4,995+325.4% | $4,225+402.9% | $4,741+348.2% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $40,618 | $10,495+287.0% | $8,715+366.1% | $11,429+255.4% |