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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 | $54,426 | $105,198-48.3% | $159,455-65.9% | $85,856-36.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.63% | 45.08%-25.4pp | 263.63%-244.0pp | 318.58%-299.0pp |
| Employer contribution / active EE | $4,927 | $3,319+48.5% | $4,830+2.0% | $2,565+92.1% |
| Participant deferral / active EE | $8,551 | $5,946+43.8% | $7,353+16.3% | $3,952+116.4% |
| Admin fee / account holder | $2,210 | $6,934-68.1% | $10,800-79.5% | $6,261-64.7% |