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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 | $79,181+41.0% | $102,423+9.0% | $74,429+50.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.71% | 54.97%-42.3pp | 29.42%-16.7pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $9,096 | $2,362+285.1% | $3,023+200.9% | $2,625+246.5% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $501 | $2,002-75.0% | $9,455-94.7% | $1,944-74.2% |