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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 | $71,208+54.0% | $93,681+17.1% | $80,911+35.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 19.60% | 11.27%+8.3pp | 133.47%-113.9pp | 35.63%-16.0pp |
| Employer contribution / active EE | $5,637 | $1,564+260.3% | $2,422+132.7% | $2,756+104.5% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,250 | $6,951-82.0% | $8,290-84.9% | $6,935-82.0% |