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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 | $105,999 | $81,233+30.5% | $155,567-31.9% | $80,874+31.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.10% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $4,910 | $3,101+58.4% | $4,674+5.1% | $2,756+78.2% |
| Participant deferral / active EE | $4,829 | $3,452+39.9% | $5,628-14.2% | $4,297+12.4% |
| Admin fee / account holder | $17,146 | $7,998+114.4% | $15,916+7.7% | $6,935+147.2% |