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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 | $189,542 | $138,114+37.2% | $125,391+51.2% | $134,545+40.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.60% | 750.88%-759.5pp | 572.41%-581.0pp | 418.37%-427.0pp |
| Employer contribution / active EE | $1,088 | $5,246-79.3% | $4,816-77.4% | $4,742-77.0% |
| Participant deferral / active EE | $13,699 | $7,801+75.6% | $7,448+83.9% | $6,401+114.0% |
| Admin fee / account holder | $92,935 | $11,570+703.2% | $10,009+828.5% | $11,431+713.0% |