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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,934 | $40,275+175.4% | $57,356+93.4% | $59,633+86.0% |
| Participation rate | 87.9% | 69.1%+18.8pp | 75.1%+12.9pp | 68.7%+19.3pp |
| Annual return | 1.51% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $4,236 | $1,921+120.4% | $2,689+57.5% | $2,203+92.3% |
| Participant deferral / active EE | $2,647 | $2,400+10.3% | $3,162-16.3% | $3,192-17.1% |
| Admin fee / account holder | $713 | $2,820-74.7% | $3,357-78.8% | $4,297-83.4% |