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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 | $51,734 | $63,114-18.0% | $92,915-44.3% | $65,186-20.6% |
| Participation rate | 79.8% | 68.8%+11.0pp | 76.0%+3.8pp | 70.2%+9.6pp |
| Annual return | 22.15% | 28.75%-6.6pp | 109.45%-87.3pp | 29.39%-7.2pp |
| Employer contribution / active EE | $2,915 | $2,571+13.4% | $3,653-20.2% | $2,177+33.9% |
| Participant deferral / active EE | $6,178 | $3,108+98.8% | $4,238+45.8% | $3,514+75.8% |
| Admin fee / account holder | $4,673 | $624+649.4% | $5,796-19.4% | $847+451.6% |