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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 | $152,884 | $40,275+279.6% | $57,356+166.6% | $59,633+156.4% |
| Participation rate | 98.9% | 69.1%+29.8pp | 75.1%+23.8pp | 68.7%+30.3pp |
| Annual return | 1.88% | 27.52%-25.6pp | 24.41%-22.5pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $3,782 | $1,921+96.8% | $2,689+40.7% | $2,203+71.7% |
| Participant deferral / active EE | $5,297 | $2,400+120.7% | $3,162+67.5% | $3,192+66.0% |
| Admin fee / account holder | $1,062 | $2,820-62.3% | $3,357-68.4% | $4,297-75.3% |