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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 | $78,535 | $56,894+38.0% | $84,753-7.3% | $62,881+24.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.92% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.2pp |
| Employer contribution / active EE | $6,276 | $2,400+161.5% | $3,574+75.6% | $2,281+175.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $443 | $3,581-87.6% | $5,333-91.7% | $4,296-89.7% |