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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 | $111,850 | $106,003+5.5% | $92,236+21.3% | $147,585-24.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.80% | 50.05%-40.2pp | 176.29%-166.5pp | 578.57%-568.8pp |
| Employer contribution / active EE | $762 | $4,333-82.4% | $3,679-79.3% | $4,876-84.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,206 | $6,333+45.4% | $5,194+77.2% | $10,885-15.4% |