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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 | $218,784 | $99,201+120.5% | $96,544+126.6% | $74,473+193.8% |
| Participation rate | 99.7% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+28.9pp |
| Annual return | 56.38% | 22.40%+34.0pp | 25.88%+30.5pp | 34.36%+22.0pp |
| Employer contribution / active EE | $11,040 | $2,570+329.6% | $2,966+272.2% | $2,638+318.4% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $2,333 | $225+937.6% | $8,254-71.7% | $347+572.2% |