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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 | $92,635 | $77,908+18.9% | $149,696-38.1% | $75,173+23.2% |
| Participation rate | 95.5% | 65.6%+29.9pp | 78.8%+16.7pp | 67.2%+28.3pp |
| Annual return | 17.15% | 31.73%-14.6pp | 134.46%-117.3pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,195 | $3,138-61.9% | $4,821-75.2% | $2,671-55.3% |
| Participant deferral / active EE | $2,636 | $3,411-22.7% | $5,682-53.6% | $4,126-36.1% |
| Admin fee / account holder | $33,673 | $5,950+466.0% | $13,212+154.9% | $5,651+495.9% |