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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 | $17,239 | $92,684-81.4% | $82,706-79.2% | $134,509-87.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.07% | 945.84%-945.8pp | 701.76%-701.7pp | 418.13%-418.1pp |
| Employer contribution / active EE | $25,225 | $3,272+671.0% | $3,007+738.7% | $4,741+432.1% |
| Participant deferral / active EE | $15,300 | $4,800+218.8% | $4,394+248.2% | $6,400+139.0% |
| Admin fee / account holder | $250,115 | $5,982+4081.2% | $5,329+4593.9% | $11,427+2088.9% |