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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 | $95,465 | $57,976+64.7% | $63,018+51.5% | $62,293+53.3% |
| Participation rate | 94.0% | 75.9%+18.1pp | 74.8%+19.2pp | 69.5%+24.5pp |
| Annual return | 15.38% | 17.54%-2.2pp | 87.62%-72.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,489 | $2,415-38.3% | $2,761-46.1% | $2,042-27.1% |
| Participant deferral / active EE | $2,026 | $2,956-31.5% | $3,330-39.2% | $3,169-36.1% |
| Admin fee / account holder | $630 | $276+128.4% | $3,601-82.5% | $479+31.4% |