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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 | $198,859 | $66,528+198.9% | $86,868+128.9% | $86,813+129.1% |
| Participation rate | 99.7% | 72.4%+27.3pp | 71.6%+28.0pp | 72.3%+27.4pp |
| Annual return | 33.22% | 19.56%+13.7pp | 63.53%-30.3pp | 97.93%-64.7pp |
| Employer contribution / active EE | $7,302 | $2,007+263.8% | $2,496+192.6% | $2,406+203.5% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $3,699-100.0% | $4,131-100.0% |
| Admin fee / account holder | $348 | $148+134.6% | $5,829-94.0% | $170+105.0% |