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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 | $43,695 | $52,884-17.4% | $84,753-48.4% | $55,167-20.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 11.03% | 18.03%-7.0pp | 22.78%-11.8pp | 169.23%-158.2pp |
| Employer contribution / active EE | $2,282 | $2,233+2.2% | $3,574-36.2% | $1,963+16.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $403 | $581-30.6% | $5,333-92.4% | $504-20.0% |