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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 | $63,029 | $60,795+3.7% | $69,464-9.3% | $65,185-3.3% |
| Participation rate | 73.3% | 74.9%-1.6pp | 74.6%-1.3pp | 70.2%+3.1pp |
| Annual return | 18.39% | 17.46%+0.9pp | 28.98%-10.6pp | 29.38%-11.0pp |
| Employer contribution / active EE | $2,092 | $2,452-14.7% | $2,779-24.7% | $2,177-3.9% |
| Participant deferral / active EE | $2,823 | $3,162-10.7% | $3,536-20.2% | $3,514-19.7% |
| Admin fee / account holder | $333 | $314+6.0% | $3,840-91.3% | $847-60.7% |