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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 | $76,818 | $77,920-1.4% | $149,723-48.7% | $75,177+2.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.50% | 31.72%-13.2pp | 134.50%-116.0pp | 160.75%-142.2pp |
| Employer contribution / active EE | $5,648 | $3,138+80.0% | $4,821+17.1% | $2,671+111.5% |
| Participant deferral / active EE | $8,544 | $3,411+150.5% | $5,682+50.4% | $4,126+107.1% |
| Admin fee / account holder | $4,710 | $5,951-20.8% | $13,215-64.4% | $5,651-16.7% |