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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 | $81,281 | $76,551+6.2% | $123,894-34.4% | $62,881+29.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.33% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,619 | $2,882+25.6% | $4,617-21.6% | $2,281+58.7% |
| Participant deferral / active EE | $8,398 | $4,840+73.5% | $5,984+40.3% | $3,203+162.2% |
| Admin fee / account holder | $3,320 | $4,826-31.2% | $8,357-60.3% | $4,296-22.7% |