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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 | $103,164 | $90,607+13.9% | $79,467+29.8% | $135,380-23.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.17% | 977.74%-972.6pp | 718.30%-713.1pp | 519.81%-514.6pp |
| Employer contribution / active EE | $8,407 | $3,068+174.0% | $2,800+200.2% | $4,779+75.9% |
| Participant deferral / active EE | $3,719 | $4,050-8.2% | $3,704+0.4% | $5,609-33.7% |
| Admin fee / account holder | $22,303 | $5,895+278.3% | $5,104+337.0% | $10,828+106.0% |