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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 | $77,940 | $50,958+52.9% | $74,552+4.5% | $64,186+21.4% |
| Participation rate | 85.2% | 61.1%+24.2pp | 69.1%+16.1pp | 69.6%+15.7pp |
| Annual return | -3.91% | -1.86%-2.1pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,571 | $1,115+40.9% | $1,961-19.9% | $2,381-34.0% |
| Participant deferral / active EE | $2,802 | $2,301+21.7% | $3,108-9.9% | $3,470-19.2% |
| Admin fee / account holder | $5,338 | $4,223+26.4% | $5,060+5.5% | $4,888+9.2% |