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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 | $11,998 | $28,624-58.1% | $53,647-77.6% | $82,637-85.5% |
| Participation rate | 92.1% | 47.3%+44.9pp | 56.3%+35.9pp | 68.1%+24.1pp |
| Annual return | 22.12% | 664.98%-642.9pp | 358.33%-336.2pp | 53.51%-31.4pp |
| Employer contribution / active EE | $1,957 | $637+207.4% | $962+103.4% | $2,552-23.3% |
| Participant deferral / active EE | $712 | $1,196-40.5% | $1,813-60.7% | $4,126-82.8% |
| Admin fee / account holder | $733 | $2,022-63.7% | $2,460-70.2% | $7,339-90.0% |