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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 | $129,721 | $46,360+179.8% | $147,618-12.1% | $52,331+147.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.16% | 1.62%-2.8pp | 61.98%-63.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $8,501 | $2,126+299.8% | $5,565+52.8% | $1,882+351.8% |
| Participant deferral / active EE | $4,730 | $2,258+109.5% | $4,895-3.4% | $3,022+56.5% |
| Admin fee / account holder | $352 | $766-54.1% | $11,612-97.0% | $592-40.6% |