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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 | $106,247-31.5% | $147,096-50.5% | $77,714-6.4% |
| Participation rate | 86.7% | 78.4%+8.4pp | 82.2%+4.6pp | 70.6%+16.2pp |
| Annual return | 31.40% | 56.87%-25.5pp | 419.75%-388.3pp | 31.26%+0.1pp |
| Employer contribution / active EE | $5,000 | $4,069+22.9% | $4,936+1.3% | $2,727+83.4% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $398 | $338+17.7% | $13,005-96.9% | $433-8.1% |