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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 | $50,128 | $43,333+15.7% | $59,883-16.3% | $64,181-21.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.00% | -1.55%-1.4pp | 3.46%-6.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,843 | $2,029+138.6% | $2,722+77.9% | $2,381+103.4% |
| Participant deferral / active EE | $4,287 | $2,547+68.3% | $3,402+26.0% | $3,470+23.6% |
| Admin fee / account holder | $16,102 | $3,006+435.7% | $3,591+348.4% | $4,887+229.5% |