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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 | $91,651 | $77,164+18.8% | $178,014-48.5% | $80,874+13.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 22.12% | 18.09%+4.0pp | 294.80%-272.7pp | 35.62%-13.5pp |
| Employer contribution / active EE | $6,488 | $2,288+183.6% | $3,950+64.3% | $2,756+135.5% |
| Participant deferral / active EE | $13,925 | $4,408+215.9% | $6,276+121.9% | $4,297+224.1% |
| Admin fee / account holder | $6,673 | $7,164-6.9% | $10,362-35.6% | $6,935-3.8% |