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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 | $82,979+175.0% | $102,412+122.9% | $77,736+193.6% |
| Participation rate | 87.7% | 71.5%+16.1pp | 74.5%+13.2pp | 70.6%+17.1pp |
| Annual return | 42.50% | 19.11%+23.4pp | 24.94%+17.6pp | 31.26%+11.2pp |
| Employer contribution / active EE | $9,320 | $3,554+162.3% | $3,870+140.8% | $2,728+241.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $12,782 | $639+1901.6% | $8,388+52.4% | $433+2849.8% |