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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 | $33,680 | $70,083-51.9% | $59,899-43.8% | $55,725-39.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | 2.93% | 3.13%-0.2pp | 3.46%-0.5pp | 244.93%-242.0pp |
| Employer contribution / active EE | $2,529 | $2,878-12.1% | $2,723-7.1% | $2,078+21.7% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $345 | $70+390.8% | $3,592-90.4% | $115+199.6% |