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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 | $193,352 | $86,692+123.0% | $119,634+61.6% | $66,949+188.8% |
| Participation rate | 99.5% | 75.6%+24.0pp | 79.3%+20.3pp | 69.8%+29.7pp |
| Annual return | 36.24% | -8.00%+44.2pp | -14.98%+51.2pp | 1.57%+34.7pp |
| Employer contribution / active EE | $11,226 | $2,536+342.7% | $4,232+165.2% | $2,545+341.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $75,610 | $755+9913.9% | $10,329+632.0% | $594+12637.9% |