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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,999 | $57,9760% | $63,018-8.0% | $62,293-6.9% |
| Participation rate | 72.4% | 75.9%-3.5pp | 74.8%-2.4pp | 69.5%+2.9pp |
| Annual return | 14.38% | 17.54%-3.2pp | 87.62%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,631 | $2,415-32.5% | $2,761-40.9% | $2,042-20.1% |
| Participant deferral / active EE | $2,062 | $2,956-30.3% | $3,330-38.1% | $3,169-35.0% |
| Admin fee / account holder | $348 | $276+26.3% | $3,601-90.3% | $479-27.3% |