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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 | $93,204 | $65,555+42.2% | $86,216+8.1% | $75,173+24.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 16.48% | 46.07%-29.6pp | 1169.42%-1152.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $5,621 | $1,553+261.9% | $2,382+136.0% | $2,671+110.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,023 | $5,469-81.3% | $6,853-85.1% | $5,651-81.9% |