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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 | $108,472 | $95,406+13.7% | $185,849-41.6% | $85,847+26.4% |
| Participation rate | 93.8% | 68.8%+25.0pp | 81.7%+12.0pp | 69.3%+24.4pp |
| Annual return | 19.47% | 23.59%-4.1pp | 122.10%-102.6pp | 318.61%-299.1pp |
| Employer contribution / active EE | $5,591 | $3,314+68.7% | $5,169+8.2% | $2,565+117.9% |
| Participant deferral / active EE | $2,648 | $3,424-22.7% | $5,569-52.5% | $3,952-33.0% |
| Admin fee / account holder | $2,096 | $7,214-70.9% | $16,244-87.1% | $6,261-66.5% |