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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 | $26,832 | $77,908-65.6% | $149,696-82.1% | $75,173-64.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.12% | 31.73%-11.6pp | 134.46%-114.3pp | 160.72%-140.6pp |
| Employer contribution / active EE | $2,267 | $3,138-27.7% | $4,821-53.0% | $2,671-15.1% |
| Participant deferral / active EE | $3,682 | $3,411+7.9% | $5,682-35.2% | $4,126-10.8% |
| Admin fee / account holder | $2,069 | $5,950-65.2% | $13,212-84.3% | $5,651-63.4% |