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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 | $179,246 | $112,935+58.7% | $90,970+97.0% | $158,966+12.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.67% | 215.79%-207.1pp | 134.58%-125.9pp | 302.95%-294.3pp |
| Employer contribution / active EE | $6,292 | $2,895+117.4% | $2,122+196.5% | $4,762+32.1% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,158 | $8,045-11.0% | $5,960+20.1% | $11,250-36.4% |