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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 | $43,316 | $73,638-41.2% | $95,960-54.9% | $73,493-41.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 15.57% | 16.78%-1.2pp | 91.63%-76.1pp | 28.51%-12.9pp |
| Employer contribution / active EE | $6,807 | $1,863+265.4% | $2,541+167.9% | $2,270+199.9% |
| Participant deferral / active EE | $3,659 | $3,617+1.2% | $4,167-12.2% | $3,740-2.2% |
| Admin fee / account holder | $719 | $482+49.2% | $6,797-89.4% | $513+40.2% |