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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 | $56,903 | $89,367-36.3% | $141,191-59.7% | $72,975-22.0% |
| Participation rate | 99.0% | 75.1%+23.9pp | 82.5%+16.5pp | 69.5%+29.5pp |
| Annual return | 24.57% | 111.87%-87.3pp | 71.41%-46.8pp | 81.01%-56.4pp |
| Employer contribution / active EE | $3,801 | $3,115+22.0% | $4,736-19.7% | $2,440+55.8% |
| Participant deferral / active EE | $8,359 | $5,419+54.3% | $6,710+24.6% | $3,608+131.7% |
| Admin fee / account holder | $1,568 | $5,957-73.7% | $10,264-84.7% | $5,124-69.4% |