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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 | $68,647 | $54,320+26.4% | $67,652+1.5% | $52,331+31.2% |
| Participation rate | 89.1% | 73.6%+15.5pp | 75.7%+13.4pp | 68.1%+21.0pp |
| Annual return | -0.51% | 6.81%-7.3pp | 6625.40%-6625.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $3,950 | $1,544+155.9% | $2,266+74.3% | $1,882+109.9% |
| Participant deferral / active EE | $5,494 | $2,950+86.2% | $3,560+54.3% | $3,022+81.8% |
| Admin fee / account holder | $452 | $527-14.2% | $4,821-90.6% | $592-23.6% |