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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 | $36,905 | $71,012-48.0% | $97,411-62.1% | $71,012-48.0% |
| Participation rate | 97.4% | 58.6%+38.8pp | 80.4%+17.0pp | 58.6%+38.8pp |
| Annual return | 34.05% | 37.67%-3.6pp | 34.72%-0.7pp | 37.67%-3.6pp |
| Employer contribution / active EE | $3,747 | $2,348+59.6% | $4,210-11.0% | $2,348+59.6% |
| Participant deferral / active EE | $3,684 | $3,246+13.5% | $5,886-37.4% | $3,246+13.5% |
| Admin fee / account holder | $802 | $1,167-31.3% | $7,145-88.8% | $1,167-31.3% |