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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 | $46,304 | $78,976-41.4% | $100,383-53.9% | $74,546-37.9% |
| Participation rate | 79.3% | 79.5%-0.2pp | 81.5%-2.2pp | 67.2%+12.0pp |
| Annual return | 17.83% | 20.62%-2.8pp | 49.26%-31.4pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $3,706 | $3,019+22.8% | $3,944-6.0% | $2,624+41.2% |
| Participant deferral / active EE | $7,955 | $7,758+2.5% | $8,086-1.6% | $4,347+83.0% |
| Admin fee / account holder | $5,346 | $1,330+302.0% | $7,900-32.3% | $1,944+175.1% |