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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 | $65,908 | $39,132+68.4% | $57,196+15.2% | $62,881+4.8% |
| Participation rate | 97.7% | 70.5%+27.2pp | 75.3%+22.4pp | 69.3%+28.4pp |
| Annual return | 6.24% | 9.24%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,566 | $1,874+197.0% | $2,683+107.5% | $2,281+144.0% |
| Participant deferral / active EE | $2,696 | $2,374+13.5% | $3,096-12.9% | $3,203-15.8% |
| Admin fee / account holder | $437 | $2,594-83.2% | $3,141-86.1% | $4,296-89.8% |