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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 | $181,666 | $94,833+91.6% | $75,714+139.9% | $86,821+109.2% |
| Participation rate | 90.0% | 79.1%+10.9pp | 74.8%+15.1pp | 72.3%+17.7pp |
| Annual return | 28.21% | 16.91%+11.3pp | 104.62%-76.4pp | 97.94%-69.7pp |
| Employer contribution / active EE | $1,190 | $2,904-59.0% | $2,744-56.6% | $2,406-50.6% |
| Participant deferral / active EE | $3,188 | $3,632-12.2% | $3,820-16.6% | $4,132-22.8% |
| Admin fee / account holder | $308 | $109+183.7% | $3,619-91.5% | $170+81.7% |