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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,686 | $69,708+50.2% | $67,560+55.0% | $74,478+40.6% |
| Participation rate | 95.4% | 71.4%+23.9pp | 72.9%+22.4pp | 67.2%+28.1pp |
| Annual return | 12.40% | -40.67%+53.1pp | 3533.50%-3521.1pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $829 | $2,715-69.5% | $2,737-69.7% | $2,626-68.4% |
| Participant deferral / active EE | $1,367 | $3,637-62.4% | $4,004-65.9% | $4,350-68.6% |
| Admin fee / account holder | $500 | $887-43.7% | $3,994-87.5% | $1,946-74.3% |