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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 | $19,998 | $47,766-58.1% | $82,744-75.8% | $64,819-69.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -11.39% | -13.06%+1.7pp | 702.22%-713.6pp | 32.84%-44.2pp |
| Employer contribution / active EE | $951 | $2,182-56.4% | $3,008-68.4% | $2,507-62.0% |
| Participant deferral / active EE | $1,340 | $3,332-59.8% | $4,395-69.5% | $4,311-68.9% |
| Admin fee / account holder | $2,549 | $143+1682.6% | $5,325-52.1% | $188+1256.9% |