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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 | $80,257 | $87,168-7.9% | $98,920-18.9% | - |
| Participation rate | 93.9% | 73.1%+20.9pp | 76.0%+17.9pp | - |
| Annual return | 8.55% | 9.75%-1.2pp | 196.47%-187.9pp | - |
| Employer contribution / active EE | $3,850 | $2,509+53.5% | $2,689+43.2% | - |
| Participant deferral / active EE | $3,257 | $3,188+2.2% | $4,245-23.3% | - |
| Admin fee / account holder | $4,353 | $3,143+38.5% | $6,643-34.5% | - |