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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 | $55,798 | $82,979-32.8% | $102,412-45.5% | $77,736-28.2% |
| Participation rate | 99.3% | 71.5%+27.8pp | 74.5%+24.8pp | 70.6%+28.8pp |
| Annual return | 22.32% | 19.11%+3.2pp | 24.94%-2.6pp | 31.26%-8.9pp |
| Employer contribution / active EE | $7,492 | $3,554+110.8% | $3,870+93.6% | $2,728+174.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $322 | $639-49.6% | $8,388-96.2% | $433-25.7% |