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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 | $100,314 | $77,677+29.1% | $109,173-8.1% | $79,391+26.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 16.99% | 23.44%-6.5pp | 25.75%-8.8pp | 116.88%-99.9pp |
| Employer contribution / active EE | $4,721 | $2,798+68.7% | $3,723+26.8% | $2,428+94.4% |
| Participant deferral / active EE | $5,494 | $3,517+56.2% | $4,654+18.1% | $4,046+35.8% |
| Admin fee / account holder | $8,425 | $732+1050.2% | $6,755+24.7% | $627+1244.8% |