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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 | $167,911 | $55,449+202.8% | $83,831+100.3% | $56,289+198.3% |
| Participation rate | 99.1% | 68.0%+31.1pp | 76.1%+23.0pp | 69.9%+29.3pp |
| Annual return | 17.31% | -1.38%+18.7pp | 850.99%-833.7pp | -9.96%+27.3pp |
| Employer contribution / active EE | $4,358 | $2,430+79.3% | $3,631+20.0% | $2,111+106.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $842 | $656+28.3% | $5,479-84.6% | $521+61.6% |