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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 | $97,983 | $100,033-2.0% | $149,716-34.6% | $70,124+39.7% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.7pp |
| Annual return | 21.97% | 27.43%-5.5pp | 1501.67%-1479.7pp | 73.14%-51.2pp |
| Employer contribution / active EE | $13,873 | $3,661+278.9% | $5,444+154.8% | $2,342+492.2% |
| Participant deferral / active EE | $14,521 | $4,982+191.5% | $6,568+121.1% | $3,332+335.8% |
| Admin fee / account holder | $428 | $8,285-94.8% | $11,282-96.2% | $4,645-90.8% |