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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 | $248,965 | $85,171+192.3% | $172,752+44.1% | $72,975+241.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.28% | 27.32%-1.0pp | 802.97%-776.7pp | 81.01%-54.7pp |
| Employer contribution / active EE | $7,738 | $3,324+132.8% | $5,144+50.4% | $2,440+217.1% |
| Participant deferral / active EE | $7,384 | $3,260+126.5% | $5,198+42.1% | $3,608+104.7% |
| Admin fee / account holder | $339 | $5,880-94.2% | $13,955-97.6% | $5,124-93.4% |