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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 | $74,454 | $84,236-11.6% | $170,435-56.3% | $70,126+6.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.56% | 23.06%-9.5pp | 205.94%-192.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $6,062 | $3,387+79.0% | $5,432+11.6% | $2,343+158.8% |
| Participant deferral / active EE | $4,873 | $3,086+57.9% | $4,939-1.3% | $3,332+46.3% |
| Admin fee / account holder | $10,833 | $5,698+90.1% | $13,881-22.0% | $4,645+133.2% |