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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 | $67,831 | $66,275+2.3% | $163,379-58.5% | $64,097+5.8% |
| Participation rate | 77.1% | 54.1%+23.0pp | 76.8%+0.3pp | 55.2%+21.9pp |
| Annual return | 20.42% | 32.72%-12.3pp | 63.41%-43.0pp | 34.64%-14.2pp |
| Employer contribution / active EE | $2,516 | $1,521+65.5% | $3,752-32.9% | $1,891+33.0% |
| Participant deferral / active EE | $5,635 | $3,126+80.3% | $6,282-10.3% | $3,080+82.9% |
| Admin fee / account holder | $1,288 | $4,569-71.8% | $9,818-86.9% | $3,454-62.7% |