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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 | $150,138 | $49,177+205.3% | $79,467+88.9% | $64,173+134.0% |
| Participation rate | 90.6% | 65.0%+25.6pp | 73.3%+17.3pp | 69.6%+21.1pp |
| Annual return | -2.16% | -1.16%-1.0pp | 718.30%-720.5pp | 7.63%-9.8pp |
| Employer contribution / active EE | $4,031 | $2,076+94.2% | $2,800+44.0% | $2,381+69.3% |
| Participant deferral / active EE | $7,893 | $2,821+179.8% | $3,704+113.1% | $3,470+127.5% |
| Admin fee / account holder | $921 | $3,839-76.0% | $5,104-82.0% | $4,887-81.2% |