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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 | $130,338 | $84,948+53.4% | $70,476+84.9% | $73,412+77.5% |
| Participation rate | 99.0% | 79.9%+19.0pp | 75.1%+23.9pp | 72.2%+26.8pp |
| Annual return | 11.73% | 13.39%-1.7pp | 109.12%-97.4pp | 59.30%-47.6pp |
| Employer contribution / active EE | $4,370 | $2,834+54.2% | $2,738+59.6% | $2,234+95.6% |
| Participant deferral / active EE | $3,723 | $3,387+9.9% | $3,710+0.3% | $3,806-2.2% |
| Admin fee / account holder | $636 | $98+548.0% | $3,847-83.5% | $158+302.7% |