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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 | $97,803 | $55,002+77.8% | $59,883+63.3% | $56,287+73.8% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.7%+24.6pp | 69.9%+29.4pp |
| Annual return | -3.84% | 1.13%-5.0pp | 3.46%-7.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $4,623 | $2,448+88.9% | $2,722+69.8% | $2,111+119.0% |
| Participant deferral / active EE | $3,742 | $3,121+19.9% | $3,402+10.0% | $3,350+11.7% |
| Admin fee / account holder | $749 | $236+217.9% | $3,591-79.1% | $521+43.9% |