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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 | $156,047 | $42,396+268.1% | $67,313+131.8% | $56,289+177.2% |
| Participation rate | 86.1% | 61.0%+25.1pp | 69.1%+17.1pp | 69.9%+16.3pp |
| Annual return | 48.10% | -36.63%+84.7pp | -4.08%+52.2pp | -9.96%+58.1pp |
| Employer contribution / active EE | $931 | $1,414-34.2% | $2,566-63.7% | $2,111-55.9% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $337 | $510-33.9% | $4,507-92.5% | $521-35.3% |