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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 | $80,814 | $171,867-53.0% | $149,721-46.0% | $147,586-45.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 52.84% | 2113.36%-2060.5pp | 1501.67%-1448.8pp | 578.59%-525.8pp |
| Employer contribution / active EE | $3,473 | $6,275-44.7% | $5,444-36.2% | $4,876-28.8% |
| Participant deferral / active EE | $8,045 | $7,270+10.7% | $6,568+22.5% | $5,439+47.9% |
| Admin fee / account holder | $11,790 | $13,799-14.6% | $11,282+4.5% | $10,886+8.3% |