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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 | $228,227 | $83,023+174.9% | $102,437+122.8% | $77,762+193.5% |
| Participation rate | 87.7% | 71.5%+16.1pp | 74.5%+13.1pp | 70.6%+17.1pp |
| Annual return | 42.50% | 19.12%+23.4pp | 24.95%+17.6pp | 31.27%+11.2pp |
| Employer contribution / active EE | $9,320 | $3,552+162.4% | $3,871+140.8% | $2,728+241.6% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $12,782 | $639+1900.1% | $8,388+52.4% | $433+2852.6% |