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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 | $84,426 | $52,467+60.9% | $57,196+47.6% | $55,167+53.0% |
| Participation rate | 95.4% | 75.8%+19.6pp | 75.3%+20.1pp | 69.0%+26.4pp |
| Annual return | 6.57% | 7.72%-1.2pp | 14.59%-8.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,409 | $2,477-43.1% | $2,683-47.5% | $1,963-28.2% |
| Participant deferral / active EE | $1,738 | $2,830-38.6% | $3,096-43.9% | $3,054-43.1% |
| Admin fee / account holder | $572 | $269+112.8% | $3,141-81.8% | $504+13.6% |