Filed May 5, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $191,337 | $84,948+125.2% | $70,492+171.4% | $73,415+160.6% |
| Participation rate | 98.8% | 79.9%+18.8pp | 75.1%+23.7pp | 72.2%+26.6pp |
| Annual return | 17.39% | 13.39%+4.0pp | 109.16%-91.8pp | 59.30%-41.9pp |
| Employer contribution / active EE | $7,678 | $2,834+170.9% | $2,738+180.4% | $2,234+243.7% |
| Participant deferral / active EE | $6,942 | $3,387+104.9% | $3,711+87.1% | $3,806+82.4% |
| Admin fee / account holder | $723 | $98+637.1% | $3,848-81.2% | $158+358.0% |