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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 | $203,995 | $135,645+50.4% | $110,243+85.0% | $135,380+50.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 45.03% | 513.24%-468.2pp | 314.76%-269.7pp | 519.81%-474.8pp |
| Employer contribution / active EE | $15,360 | $4,907+213.0% | $3,827+301.4% | $4,779+221.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $21,018 | $11,458+83.4% | $8,548+145.9% | $10,828+94.1% |