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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 | $92,785 | $37,196+149.4% | $154,111-39.8% | $55,725+66.5% |
| Participation rate | 99.6% | 64.1%+35.5pp | 83.0%+16.6pp | 70.9%+28.7pp |
| Annual return | -5.70% | 1319.68%-1325.4pp | 735.18%-740.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,584 | $1,614+184.0% | $5,298-13.5% | $2,078+120.6% |
| Participant deferral / active EE | $3,630 | $2,068+75.5% | $5,081-28.6% | $3,356+8.2% |
| Admin fee / account holder | $358 | $102+252.7% | $13,411-97.3% | $115+211.1% |