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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 | $95,083 | $60,795+56.4% | $69,464+36.9% | $65,185+45.9% |
| Participation rate | 93.7% | 74.9%+18.8pp | 74.6%+19.0pp | 70.2%+23.4pp |
| Annual return | 17.67% | 17.46%+0.2pp | 28.98%-11.3pp | 29.38%-11.7pp |
| Employer contribution / active EE | $1,663 | $2,452-32.2% | $2,779-40.2% | $2,177-23.6% |
| Participant deferral / active EE | $1,796 | $3,162-43.2% | $3,536-49.2% | $3,514-48.9% |
| Admin fee / account holder | $628 | $314+100.3% | $3,840-83.6% | $847-25.8% |