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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 | $77,598 | $95,453-18.7% | $112,040-30.7% | $82,448-5.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.02% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $6,121 | $2,318+164.1% | $2,954+107.2% | $2,551+140.0% |
| Participant deferral / active EE | $5,960 | $4,224+41.1% | $5,098+16.9% | $4,139+44.0% |
| Admin fee / account holder | $5,163 | $9,013-42.7% | $12,098-57.3% | $7,234-28.6% |