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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 | $32,746 | $79,151-58.6% | $60,919-46.2% | $64,824-49.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -7.98% | -7.12%-0.9pp | 16.96%-24.9pp | 32.84%-40.8pp |
| Employer contribution / active EE | $2,988 | $3,052-2.1% | $2,704+10.5% | $2,507+19.2% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,311-100.0% |
| Admin fee / account holder | $426 | $106+303.2% | $3,228-86.8% | $188+126.9% |