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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 | $44,047 | $105,248-58.1% | $147,318-70.1% | $71,012-38.0% |
| Participation rate | 97.8% | 66.1%+31.7pp | 82.1%+15.7pp | 58.6%+39.2pp |
| Annual return | 0.00% | 26.02%-26.0pp | 70.43%-70.4pp | 37.67%-37.7pp |
| Employer contribution / active EE | $10,765 | $3,785+184.4% | $4,593+134.4% | $2,348+358.5% |
| Participant deferral / active EE | $0 | $6,452-100.0% | $7,906-100.0% | $3,246-100.0% |
| Admin fee / account holder | $3,593 | $862+316.6% | $13,708-73.8% | $1,167+207.8% |