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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 | $106,345 | $65,322+62.8% | $70,494+50.9% | $73,497+44.7% |
| Participation rate | 93.6% | 77.0%+16.6pp | 75.1%+18.5pp | 70.7%+22.9pp |
| Annual return | 14.19% | 15.71%-1.5pp | 109.16%-95.0pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,679 | $2,460-31.7% | $2,738-38.7% | $2,270-26.0% |
| Participant deferral / active EE | $1,496 | $3,375-55.7% | $3,711-59.7% | $3,740-60.0% |
| Admin fee / account holder | $577 | $214+169.4% | $3,848-85.0% | $513+12.4% |