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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 | $113,643 | $52,884+114.9% | $84,753+34.1% | $55,167+106.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 64.52% | 18.03%+46.5pp | 22.78%+41.7pp | 169.23%-104.7pp |
| Employer contribution / active EE | $3,311 | $2,233+48.3% | $3,574-7.4% | $1,963+68.7% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,023 | $581+76.2% | $5,333-80.8% | $504+103.0% |