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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,646 | $59,006+41.8% | $97,295-14.0% | $74,478+12.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 18.03% | 16.04%+2.0pp | 75.62%-57.6pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $6,356 | $1,894+235.7% | $2,723+133.4% | $2,626+142.0% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,264-100.0% | $4,350-100.0% |
| Admin fee / account holder | $516 | $1,974-73.8% | $5,646-90.9% | $1,946-73.5% |