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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 | $76,090+32.3% | $96,569+4.2% | $71,476+40.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 14.31% | 22.80%-8.5pp | 25.87%-11.6pp | 28.85%-14.5pp |
| Employer contribution / active EE | $8,590 | $2,247+282.3% | $2,965+189.7% | $2,589+231.8% |
| Participant deferral / active EE | $0 | $4,218-100.0% | $4,851-100.0% | $4,290-100.0% |
| Admin fee / account holder | $555 | $2,707-79.5% | $8,251-93.3% | $1,587-65.0% |