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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 | $27,339 | $84,685-67.7% | $142,942-80.9% | $67,986-59.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 76.8%+23.2pp | 57.2%+42.8pp |
| Annual return | 21.14% | 35.89%-14.7pp | 113.70%-92.6pp | 31.67%-10.5pp |
| Employer contribution / active EE | $7,933 | $2,263+250.5% | $4,139+91.6% | $2,019+293.0% |
| Participant deferral / active EE | $7,237 | $3,832+88.9% | $7,128+1.5% | $3,358+115.5% |
| Admin fee / account holder | $3,694 | $3,229+14.4% | $12,475-70.4% | $3,203+15.3% |