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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 | $59,994 | $45,050+33.2% | $63,018-4.8% | $70,126-14.4% |
| Participation rate | 87.7% | 69.5%+18.1pp | 74.8%+12.9pp | 69.5%+18.1pp |
| Annual return | 14.58% | 18.76%-4.2pp | 87.62%-73.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $2,327 | $2,052+13.4% | $2,761-15.7% | $2,343-0.6% |
| Participant deferral / active EE | $4,129 | $2,466+67.5% | $3,330+24.0% | $3,332+23.9% |
| Admin fee / account holder | $355 | $2,834-87.5% | $3,601-90.1% | $4,645-92.4% |