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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 | $40,229 | $75,183-46.5% | $123,894-67.5% | $55,167-27.1% |
| Participation rate | 98.0% | 72.8%+25.2pp | 81.4%+16.6pp | 69.0%+29.0pp |
| Annual return | 13.05% | 19.01%-6.0pp | 47.52%-34.5pp | 169.23%-156.2pp |
| Employer contribution / active EE | $4,010 | $2,823+42.0% | $4,617-13.1% | $1,963+104.3% |
| Participant deferral / active EE | $11,980 | $5,084+135.6% | $5,984+100.2% | $3,054+292.3% |
| Admin fee / account holder | $776 | $663+17.1% | $8,357-90.7% | $504+54.0% |