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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 | $68,934 | $49,249+40.0% | $70,476-2.2% | $79,852-13.7% |
| Participation rate | 80.3% | 69.2%+11.1pp | 75.1%+5.2pp | 69.6%+10.6pp |
| Annual return | 14.34% | 30.09%-15.8pp | 109.12%-94.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,610 | $2,100-23.3% | $2,738-41.2% | $2,471-34.9% |
| Participant deferral / active EE | $4,325 | $2,769+56.2% | $3,710+16.6% | $3,740+15.6% |
| Admin fee / account holder | $362 | $2,878-87.4% | $3,847-90.6% | $5,306-93.2% |