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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 | $96,911 | $58,895+64.5% | $178,503-45.7% | $73,497+31.9% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 10.57% | 24.86%-14.3pp | 151.12%-140.5pp | 28.51%-17.9pp |
| Employer contribution / active EE | $4,015 | $2,236+79.6% | $5,011-19.9% | $2,270+76.9% |
| Participant deferral / active EE | $3,702 | $2,567+44.2% | $5,202-28.8% | $3,740-1.0% |
| Admin fee / account holder | $846 | $400+111.4% | $13,987-93.9% | $513+65.0% |