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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 | $181,713 | $201,344-9.7% | $184,243-1.4% | $145,877+24.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 151.96% | 29.01%+122.9pp | 28.82%+123.1pp | 551.28%-399.3pp |
| Employer contribution / active EE | $17,333 | $7,022+146.8% | $6,427+169.7% | $4,663+271.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $185,954 | $16,382+1035.1% | $13,914+1236.5% | $13,402+1287.5% |