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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 | $45,041+33.2% | $63,003-4.8% | $70,131-14.5% |
| Participation rate | 87.7% | 69.5%+18.1pp | 74.8%+12.8pp | 69.5%+18.1pp |
| Annual return | 14.58% | 18.76%-4.2pp | 87.59%-73.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,327 | $2,052+13.4% | $2,760-15.7% | $2,342-0.6% |
| Participant deferral / active EE | $4,129 | $2,465+67.5% | $3,329+24.0% | $3,332+23.9% |
| Admin fee / account holder | $355 | $2,836-87.5% | $3,600-90.1% | $4,645-92.4% |