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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 | $107,980 | $57,976+86.2% | $63,018+71.3% | $62,293+73.3% |
| Participation rate | 95.0% | 75.9%+19.0pp | 74.8%+20.2pp | 69.5%+25.4pp |
| Annual return | 176.21% | 17.54%+158.7pp | 87.62%+88.6pp | 28.90%+147.3pp |
| Employer contribution / active EE | $1,909 | $2,415-21.0% | $2,761-30.9% | $2,042-6.5% |
| Participant deferral / active EE | $4,267 | $2,956+44.4% | $3,330+28.2% | $3,169+34.6% |
| Admin fee / account holder | $350 | $276+26.9% | $3,601-90.3% | $479-27.0% |