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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 | $164,121 | $43,338+278.7% | $59,887+174.0% | $64,173+155.7% |
| Participation rate | 98.6% | 69.2%+29.4pp | 74.7%+23.9pp | 69.6%+29.0pp |
| Annual return | -1.85% | -1.55%-0.3pp | 3.46%-5.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $4,927 | $2,030+142.7% | $2,722+81.0% | $2,381+106.9% |
| Participant deferral / active EE | $6,820 | $2,547+167.7% | $3,402+100.5% | $3,470+96.6% |
| Admin fee / account holder | $869 | $3,007-71.1% | $3,591-75.8% | $4,887-82.2% |