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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 | $72,770 | $106,264-31.5% | $147,117-50.5% | $77,762-6.4% |
| Participation rate | 86.7% | 78.4%+8.3pp | 82.2%+4.6pp | 70.6%+16.1pp |
| Annual return | 31.40% | 56.94%-25.5pp | 420.54%-389.1pp | 31.27%+0.1pp |
| Employer contribution / active EE | $5,000 | $4,074+22.7% | $4,932+1.4% | $2,728+83.3% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $398 | $334+19.1% | $12,993-96.9% | $433-8.1% |