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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 | $34,716 | $73,638-52.9% | $95,960-63.8% | $73,493-52.8% |
| Participation rate | 75.7% | 76.2%-0.5pp | 77.1%-1.4pp | 70.7%+5.0pp |
| Annual return | 18.75% | 16.78%+2.0pp | 91.63%-72.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $2,171 | $1,863+16.5% | $2,541-14.6% | $2,270-4.4% |
| Participant deferral / active EE | $4,688 | $3,617+29.6% | $4,167+12.5% | $3,740+25.4% |
| Admin fee / account holder | $3,192 | $482+562.0% | $6,797-53.0% | $513+522.0% |