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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,897 | $71,192+83.9% | $117,861+11.1% | $62,293+110.1% |
| Participation rate | 97.4% | 74.2%+23.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 15.72% | 18.66%-2.9pp | 335.11%-319.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $3,512 | $1,934+81.6% | $3,786-7.3% | $2,042+72.0% |
| Participant deferral / active EE | $3,733 | $3,189+17.1% | $4,482-16.7% | $3,169+17.8% |
| Admin fee / account holder | $18,724 | $587+3088.5% | $8,021+133.5% | $479+3806.3% |