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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 | $99,944 | $52,467+90.5% | $57,196+74.7% | $55,167+81.2% |
| Participation rate | 99.5% | 75.8%+23.7pp | 75.3%+24.2pp | 69.0%+30.5pp |
| Annual return | 28.19% | 7.72%+20.5pp | 14.59%+13.6pp | 169.23%-141.0pp |
| Employer contribution / active EE | $3,127 | $2,477+26.2% | $2,683+16.6% | $1,963+59.4% |
| Participant deferral / active EE | $2,569 | $2,830-9.2% | $3,096-17.0% | $3,054-15.9% |
| Admin fee / account holder | $666 | $269+147.5% | $3,141-78.8% | $504+32.1% |