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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 | $45,629 | $65,092-29.9% | $143,799-68.3% | $66,938-31.8% |
| Participation rate | 74.8% | 65.2%+9.6pp | 80.3%-5.5pp | 69.8%+5.0pp |
| Annual return | -11.45% | -11.14%-0.3pp | -0.04%-11.4pp | 1.58%-13.0pp |
| Employer contribution / active EE | $2,290 | $2,362-3.0% | $4,952-53.8% | $2,545-10.0% |
| Participant deferral / active EE | $2,990 | $2,920+2.4% | $5,638-47.0% | $4,238-29.5% |
| Admin fee / account holder | $379 | $502-24.6% | $14,677-97.4% | $594-36.2% |