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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 | $246,469 | $100,041+146.4% | $149,718+64.6% | $70,131+251.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 83.33% | 27.43%+55.9pp | 1501.67%-1418.3pp | 73.14%+10.2pp |
| Employer contribution / active EE | $20,572 | $3,662+461.8% | $5,445+277.8% | $2,342+778.2% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,399 | $8,286+134.1% | $11,283+71.9% | $4,645+317.6% |