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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 | $83,528 | $102,422-18.4% | $147,117-43.2% | $80,959+3.2% |
| Participation rate | 82.0% | 75.9%+6.1pp | 82.2%-0.2pp | 67.7%+14.3pp |
| Annual return | 15.32% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $4,149 | $3,717+11.6% | $4,932-15.9% | $2,757+50.5% |
| Participant deferral / active EE | $8,663 | $6,652+30.2% | $8,065+7.4% | $4,300+101.4% |
| Admin fee / account holder | $3,081 | $7,953-61.3% | $12,993-76.3% | $6,925-55.5% |