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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 | $34,573 | $57,073-39.4% | $85,126-59.4% | $80,925-57.3% |
| Participation rate | 96.6% | 56.4%+40.2pp | 67.5%+29.1pp | 67.7%+29.0pp |
| Annual return | 13.69% | 21.69%-8.0pp | 66.63%-52.9pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,537 | $1,801+40.9% | $2,731-7.1% | $2,756-8.0% |
| Participant deferral / active EE | $2,813 | $3,113-9.7% | $4,523-37.8% | $4,299-34.6% |
| Admin fee / account holder | $964 | $4,988-80.7% | $6,160-84.3% | $6,940-86.1% |