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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 | $163,054 | $72,027+126.4% | $185,835-12.3% | $79,852+104.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 17.13% | 23.13%-6.0pp | 35.96%-18.8pp | 31.72%-14.6pp |
| Employer contribution / active EE | $4,387 | $1,965+123.2% | $4,087+7.3% | $2,471+77.5% |
| Participant deferral / active EE | $9,120 | $3,780+141.3% | $5,633+61.9% | $3,740+143.8% |
| Admin fee / account holder | $1,560 | $4,513-65.4% | $9,502-83.6% | $5,306-70.6% |