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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 | $141,644 | $81,331+74.2% | $155,534-8.9% | $80,935+75.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.22% | 33.37%-15.1pp | 64.92%-46.7pp | 35.66%-17.4pp |
| Employer contribution / active EE | $7,939 | $3,105+155.7% | $4,675+69.8% | $2,757+188.0% |
| Participant deferral / active EE | $7,220 | $3,454+109.0% | $5,630+28.2% | $4,299+67.9% |
| Admin fee / account holder | $21,271 | $7,999+165.9% | $15,900+33.8% | $6,924+207.2% |