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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 | $79,097 | $46,173+71.3% | $170,435-53.6% | $69,631+13.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 20.69% | 21.62%-0.9pp | 205.94%-185.2pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $8,324 | $1,610+417.1% | $5,432+53.2% | $2,032+309.6% |
| Participant deferral / active EE | $4,223 | $2,080+103.0% | $4,939-14.5% | $3,224+31.0% |
| Admin fee / account holder | $330 | $116+184.6% | $13,881-97.6% | $110+198.8% |