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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 | $169,280 | $45,050+275.8% | $63,018+168.6% | $70,126+141.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.62% | 18.76%-7.1pp | 87.62%-76.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $3,526 | $2,052+71.9% | $2,761+27.7% | $2,343+50.5% |
| Participant deferral / active EE | $5,045 | $2,466+104.6% | $3,330+51.5% | $3,332+51.4% |
| Admin fee / account holder | $929 | $2,834-67.2% | $3,601-74.2% | $4,645-80.0% |