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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 | $150,196 | $57,352+161.9% | $83,831+79.2% | $64,173+134.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 50.85% | 11.38%+39.5pp | 850.99%-800.1pp | 7.63%+43.2pp |
| Employer contribution / active EE | $10,782 | $2,546+323.6% | $3,631+196.9% | $2,381+352.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,285 | $4,046+30.6% | $5,479-3.5% | $4,887+8.1% |