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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,469 | $76,696-12.0% | $96,515-30.1% | $71,511-5.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 14.27% | 48.32%-34.0pp | 35.73%-21.5pp | 28.86%-14.6pp |
| Employer contribution / active EE | $14,130 | $3,032+366.1% | $3,740+277.8% | $2,589+445.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $422 | $2,030-79.2% | $6,735-93.7% | $1,588-73.4% |