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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 | $151,290 | $84,236+79.6% | $170,439-11.2% | $70,124+115.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.04% | 23.06%-8.0pp | 205.94%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $7,113 | $3,387+110.0% | $5,433+30.9% | $2,342+203.7% |
| Participant deferral / active EE | $4,604 | $3,086+49.2% | $4,939-6.8% | $3,332+38.2% |
| Admin fee / account holder | $471 | $5,698-91.7% | $13,881-96.6% | $4,645-89.9% |