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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 | $30,822 | $90,107-65.8% | $182,262-83.1% | $69,733-55.8% |
| Participation rate | 89.0% | 64.8%+24.2pp | 84.2%+4.8pp | 62.5%+26.5pp |
| Annual return | 22.65% | 95.58%-72.9pp | 140.60%-117.9pp | 15.22%+7.4pp |
| Employer contribution / active EE | $2,081 | $3,043-31.6% | $5,046-58.7% | $2,250-7.5% |
| Participant deferral / active EE | $6,220 | $5,135+21.1% | $8,276-24.8% | $3,054+103.6% |
| Admin fee / account holder | $3,334 | $3,377-1.3% | $16,712-80.1% | $3,102+7.5% |