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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 | $119,816 | $85,515+40.1% | $112,040+6.9% | $67,986+76.2% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 14.71% | 29.68%-15.0pp | 24.52%-9.8pp | 31.67%-17.0pp |
| Employer contribution / active EE | $6,350 | $2,191+189.8% | $2,954+115.0% | $2,019+214.6% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $428 | $3,774-88.7% | $12,098-96.5% | $3,203-86.6% |