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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 | $70,640 | $79,209-10.8% | $102,434-31.0% | $74,459-5.1% |
| Participation rate | 71.8% | 74.8%-3.0pp | 76.5%-4.7pp | 67.2%+4.6pp |
| Annual return | 18.51% | 54.98%-36.5pp | 29.46%-10.9pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $3,354 | $2,362+42.0% | $3,023+10.9% | $2,626+27.7% |
| Participant deferral / active EE | $5,319 | $4,417+20.4% | $5,055+5.2% | $4,350+22.3% |
| Admin fee / account holder | $2,790 | $2,002+39.4% | $9,462-70.5% | $1,945+43.4% |