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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 | $111,656 | $79,223+40.9% | $102,460+9.0% | $74,478+49.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.71% | 54.98%-42.3pp | 29.47%-16.8pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $9,096 | $2,363+284.9% | $3,025+200.7% | $2,626+246.3% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $501 | $2,003-75.0% | $9,460-94.7% | $1,946-74.3% |