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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 | $30,388 | $59,107-48.6% | $86,439-64.8% | $68,495-55.6% |
| Participation rate | 96.9% | 75.2%+21.7pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | 10.38% | -0.23%+10.6pp | 4395.55%-4385.2pp | -7.84%+18.2pp |
| Employer contribution / active EE | $4,188 | $2,519+66.3% | $3,769+11.1% | $2,596+61.3% |
| Participant deferral / active EE | $13,028 | $5,901+120.8% | $6,952+87.4% | $4,028+223.5% |
| Admin fee / account holder | $5,280 | $5,637-6.3% | $6,732-21.6% | $5,403-2.3% |