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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 | $20,300 | $79,694-74.5% | $96,192-78.9% | $79,389-74.4% |
| Participation rate | 94.3% | 54.0%+40.3pp | 68.4%+25.9pp | 70.7%+23.6pp |
| Annual return | 19.82% | 40.84%-21.0pp | 192.09%-172.3pp | 116.89%-97.1pp |
| Employer contribution / active EE | $4,976 | $1,443+244.8% | $2,799+77.8% | $2,428+105.0% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,351-100.0% | $4,046-100.0% |
| Admin fee / account holder | $87,697 | $630+13816.3% | $5,539+1483.1% | $626+13899.8% |