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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 | $165,047 | $83,369+98.0% | $105,223+56.9% | $67,986+142.8% |
| Participation rate | 75.2% | 56.3%+18.9pp | 75.0%+0.2pp | 57.2%+18.0pp |
| Annual return | 17.86% | 24.64%-6.8pp | 180.65%-162.8pp | 31.67%-13.8pp |
| Employer contribution / active EE | $12,725 | $2,541+400.8% | $3,689+245.0% | $2,019+530.3% |
| Participant deferral / active EE | $5,281 | $3,295+60.3% | $5,072+4.1% | $3,358+57.3% |
| Admin fee / account holder | $3,671 | $4,073-9.9% | $8,859-58.6% | $3,203+14.6% |