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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 | $60,028 | $44,221+35.7% | $121,220-50.5% | $56,289+6.6% |
| Participation rate | 96.4% | 61.1%+35.3pp | 71.8%+24.6pp | 69.9%+26.5pp |
| Annual return | -4.03% | -3.58%-0.5pp | 16.94%-21.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,511 | $1,480+69.7% | $4,023-37.6% | $2,111+18.9% |
| Participant deferral / active EE | $3,101 | $2,521+23.0% | $3,345-7.3% | $3,350-7.4% |
| Admin fee / account holder | $314 | $480-34.5% | $5,021-93.7% | $521-39.6% |