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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 | $145,299 | $77,920+86.5% | $149,723-3.0% | $75,177+93.3% |
| Participation rate | 91.6% | 65.6%+26.0pp | 78.8%+12.8pp | 67.2%+24.4pp |
| Annual return | 17.72% | 31.72%-14.0pp | 134.50%-116.8pp | 160.75%-143.0pp |
| Employer contribution / active EE | $5,657 | $3,138+80.3% | $4,821+17.3% | $2,671+111.8% |
| Participant deferral / active EE | $4,507 | $3,411+32.1% | $5,682-20.7% | $4,126+9.2% |
| Admin fee / account holder | $1,716 | $5,951-71.2% | $13,215-87.0% | $5,651-69.6% |