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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 | $168,755 | $75,183+124.5% | $123,894+36.2% | $55,167+205.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 32.77% | 19.01%+13.8pp | 47.52%-14.7pp | 169.23%-136.5pp |
| Employer contribution / active EE | $7,916 | $2,823+180.4% | $4,617+71.5% | $1,963+303.3% |
| Participant deferral / active EE | $7,183 | $5,084+41.3% | $5,984+20.0% | $3,054+135.2% |
| Admin fee / account holder | $318 | $663-52.1% | $8,357-96.2% | $504-37.0% |