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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 | $110,483-60.1% | $145,433-69.7% | $79,634-44.7% |
| Participation rate | 97.8% | 71.1%+26.7pp | 82.1%+15.7pp | 62.5%+35.3pp |
| Annual return | 0.00% | 24.62%-24.6pp | 66.58%-66.6pp | 36.46%-36.5pp |
| Employer contribution / active EE | $10,765 | $4,053+165.6% | $4,554+136.4% | $2,529+325.7% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $3,593 | $680+428.2% | $13,129-72.6% | $1,002+258.6% |