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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 | $71,460 | $55,446+28.9% | $155,574-54.1% | $74,429-4.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.51% | 269.20%-252.7pp | 64.87%-48.4pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $3,108 | $2,266+37.1% | $4,676-33.5% | $2,625+18.4% |
| Participant deferral / active EE | $3,177 | $2,836+12.0% | $5,629-43.6% | $4,348-26.9% |
| Admin fee / account holder | $439 | $1,743-74.8% | $15,914-97.2% | $1,944-77.4% |