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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 | $109,679 | $71,197+54.0% | $93,669+17.1% | $80,925+35.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 19.60% | 11.27%+8.3pp | 133.59%-114.0pp | 35.65%-16.1pp |
| Employer contribution / active EE | $5,637 | $1,565+260.2% | $2,424+132.6% | $2,756+104.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,250 | $6,959-82.0% | $8,291-84.9% | $6,940-82.0% |