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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 | $59,768 | $63,342-5.6% | $92,236-35.2% | $70,131-14.8% |
| Participation rate | 98.4% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.9pp |
| Annual return | 15.54% | 530.15%-514.6pp | 176.29%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,982 | $2,471-19.8% | $3,679-46.1% | $2,342-15.4% |
| Participant deferral / active EE | $5,861 | $2,854+105.4% | $3,897+50.4% | $3,332+75.9% |
| Admin fee / account holder | $13,738 | $3,840+257.7% | $5,194+164.5% | $4,645+195.7% |