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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 | $83,128 | $51,769+60.6% | $57,349+44.9% | $52,331+58.9% |
| Participation rate | 99.5% | 75.2%+24.3pp | 75.1%+24.4pp | 68.1%+31.4pp |
| Annual return | 1.80% | 2.43%-0.6pp | 24.40%-22.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,927 | $2,335+25.3% | $2,689+8.9% | $1,882+55.6% |
| Participant deferral / active EE | $1,829 | $2,794-34.5% | $3,162-42.1% | $3,022-39.5% |
| Admin fee / account holder | $559 | $295+89.7% | $3,356-83.3% | $592-5.5% |