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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 | $91,091 | $55,002+65.6% | $59,899+52.1% | $56,289+61.8% |
| Participation rate | 94.8% | 75.9%+18.9pp | 74.7%+20.1pp | 69.9%+24.9pp |
| Annual return | -5.12% | 1.13%-6.3pp | 3.46%-8.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,579 | $2,448-35.5% | $2,723-42.0% | $2,111-25.2% |
| Participant deferral / active EE | $1,904 | $3,121-39.0% | $3,402-44.0% | $3,350-43.1% |
| Admin fee / account holder | $626 | $236+165.7% | $3,592-82.6% | $521+20.2% |