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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 | $80,321 | $95,438-15.8% | $135,982-40.9% | $74,473+7.9% |
| Participation rate | 91.0% | 78.2%+12.8pp | 81.9%+9.0pp | 70.7%+20.2pp |
| Annual return | 17.30% | 32.61%-15.3pp | 68.32%-51.0pp | 34.36%-17.1pp |
| Employer contribution / active EE | $3,415 | $3,878-12.0% | $4,859-29.7% | $2,638+29.4% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $386 | $259+49.1% | $10,767-96.4% | $347+11.2% |