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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 | $135,226 | $77,920+73.5% | $149,723-9.7% | $75,177+79.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.12% | 31.72%-17.6pp | 134.50%-120.4pp | 160.75%-146.6pp |
| Employer contribution / active EE | $4,528 | $3,138+44.3% | $4,821-6.1% | $2,671+69.5% |
| Participant deferral / active EE | $5,206 | $3,411+52.6% | $5,682-8.4% | $4,126+26.2% |
| Admin fee / account holder | $6,761 | $5,951+13.6% | $13,215-48.8% | $5,651+19.6% |