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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 | $107,313 | $77,816+37.9% | $123,552-13.1% | $64,173+67.2% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | 0.14% | 12.49%-12.3pp | 119.20%-119.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $637 | $3,014-78.9% | $4,628-86.2% | $2,381-73.2% |
| Participant deferral / active EE | $8,473 | $5,240+61.7% | $6,426+31.9% | $3,470+144.2% |
| Admin fee / account holder | $8,936 | $5,519+61.9% | $9,285-3.8% | $4,887+82.8% |