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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 | $111,168 | $57,976+91.7% | $63,018+76.4% | $62,293+78.5% |
| Participation rate | 99.3% | 75.9%+23.3pp | 74.8%+24.5pp | 69.5%+29.8pp |
| Annual return | 13.96% | 17.54%-3.6pp | 87.62%-73.7pp | 28.90%-14.9pp |
| Employer contribution / active EE | $4,785 | $2,415+98.2% | $2,761+73.3% | $2,042+134.3% |
| Participant deferral / active EE | $3,877 | $2,956+31.2% | $3,330+16.5% | $3,169+22.3% |
| Admin fee / account holder | $794 | $276+187.8% | $3,601-78.0% | $479+65.6% |