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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 | $100,667 | $76,112+32.3% | $96,544+4.3% | $71,529+40.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 14.31% | 22.80%-8.5pp | 25.88%-11.6pp | 28.97%-14.7pp |
| Employer contribution / active EE | $8,590 | $2,248+282.1% | $2,966+189.6% | $2,590+231.7% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $555 | $2,708-79.5% | $8,254-93.3% | $1,588-65.1% |