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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 | $78,832 | $67,166+17.4% | $57,356+37.4% | $55,191+42.8% |
| Participation rate | 99.4% | 77.7%+21.7pp | 75.1%+24.4pp | 69.2%+30.3pp |
| Annual return | 2.53% | 4.22%-1.7pp | 24.41%-21.9pp | 10.78%-8.2pp |
| Employer contribution / active EE | $3,567 | $2,812+26.9% | $2,689+32.7% | $1,899+87.9% |
| Participant deferral / active EE | $3,412 | $2,835+20.4% | $3,162+7.9% | $3,046+12.0% |
| Admin fee / account holder | $433 | $44+893.8% | $3,357-87.1% | $91+376.8% |