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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 | $80,729 | $51,769+55.9% | $57,356+40.8% | $52,331+54.3% |
| Participation rate | 95.5% | 75.2%+20.3pp | 75.1%+20.4pp | 68.1%+27.4pp |
| Annual return | 1.41% | 2.43%-1.0pp | 24.41%-23.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,422 | $2,335-39.1% | $2,689-47.1% | $1,882-24.4% |
| Participant deferral / active EE | $1,947 | $2,794-30.3% | $3,162-38.4% | $3,022-35.6% |
| Admin fee / account holder | $559 | $295+89.6% | $3,357-83.3% | $592-5.5% |