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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 | $96,810 | $78,562+23.2% | $105,608-8.3% | $74,429+30.1% |
| Participation rate | 82.0% | 72.8%+9.2pp | 75.3%+6.7pp | 67.2%+14.8pp |
| Annual return | 13.91% | 15.94%-2.0pp | 116.50%-102.6pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,254 | $2,521-50.3% | $3,167-60.4% | $2,625-52.2% |
| Participant deferral / active EE | $4,352 | $4,321+0.7% | $5,010-13.1% | $4,348+0.1% |
| Admin fee / account holder | $3,510 | $2,217+58.3% | $11,028-68.2% | $1,944+80.5% |