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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 | $69,774+50.0% | $67,561+55.0% | $74,429+40.7% |
| Participation rate | 95.4% | 71.4%+24.0pp | 72.9%+22.5pp | 67.2%+28.2pp |
| Annual return | 12.40% | -40.53%+52.9pp | 3525.44%-3513.0pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $829 | $2,710-69.4% | $2,735-69.7% | $2,625-68.4% |
| Participant deferral / active EE | $1,367 | $3,636-62.4% | $4,003-65.8% | $4,348-68.6% |
| Admin fee / account holder | $500 | $890-43.8% | $4,006-87.5% | $1,944-74.3% |