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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 | $31,173 | $55,453-43.8% | $170,435-81.7% | $62,293-50.0% |
| Participation rate | 81.4% | 66.4%+15.0pp | 83.6%-2.2pp | 69.5%+11.9pp |
| Annual return | 32.85% | 21.38%+11.5pp | 205.94%-173.1pp | 28.90%+4.0pp |
| Employer contribution / active EE | $4,422 | $2,164+104.4% | $5,432-18.6% | $2,042+116.5% |
| Participant deferral / active EE | $10,612 | $2,303+360.8% | $4,939+114.8% | $3,169+234.8% |
| Admin fee / account holder | $2,056 | $455+351.8% | $13,881-85.2% | $479+328.9% |