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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 | $65,231 | $43,344+50.5% | $59,899+8.9% | $64,173+1.6% |
| Participation rate | 83.1% | 69.2%+14.0pp | 74.7%+8.4pp | 69.6%+13.6pp |
| Annual return | 10.16% | -1.55%+11.7pp | 3.46%+6.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $2,031 | $2,030+0.1% | $2,723-25.4% | $2,381-14.7% |
| Participant deferral / active EE | $4,093 | $2,547+60.7% | $3,402+20.3% | $3,470+18.0% |
| Admin fee / account holder | $345 | $3,008-88.5% | $3,592-90.4% | $4,887-92.9% |