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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 | $41,932 | $99,957-58.1% | $149,745-72.0% | $73,497-42.9% |
| Participation rate | 94.3% | 75.7%+18.6pp | 82.5%+11.8pp | 70.7%+23.6pp |
| Annual return | 18.41% | 53.87%-35.5pp | 276.72%-258.3pp | 28.51%-10.1pp |
| Employer contribution / active EE | $2,601 | $3,191-18.5% | $4,646-44.0% | $2,270+14.6% |
| Participant deferral / active EE | $5,040 | $6,073-17.0% | $6,843-26.4% | $3,740+34.8% |
| Admin fee / account holder | $2,824 | $551+412.8% | $9,312-69.7% | $513+450.4% |