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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 | $141,033 | $48,078+193.3% | $78,676+79.3% | $62,881+124.3% |
| Participation rate | 95.8% | 65.2%+30.6pp | 73.6%+22.3pp | 69.3%+26.5pp |
| Annual return | 6.55% | 31.36%-24.8pp | 62.19%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,175 | $2,015+156.9% | $2,850+81.6% | $2,281+126.9% |
| Participant deferral / active EE | $7,732 | $2,587+198.9% | $3,517+119.9% | $3,203+141.4% |
| Admin fee / account holder | $868 | $3,206-72.9% | $4,510-80.8% | $4,296-79.8% |