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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 | $63,071 | $40,264+56.6% | $57,349+10.0% | $59,633+5.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.54% | 27.51%-26.0pp | 24.40%-22.9pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $5,139 | $1,922+167.4% | $2,689+91.1% | $2,203+133.3% |
| Participant deferral / active EE | $2,491 | $2,400+3.8% | $3,162-21.2% | $3,192-22.0% |
| Admin fee / account holder | $431 | $2,819-84.7% | $3,356-87.2% | $4,297-90.0% |