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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 | $31,610 | $58,292-45.8% | $86,640-63.5% | $71,511-55.8% |
| Participation rate | 73.0% | 65.0%+8.0pp | 71.7%+1.3pp | 67.9%+5.1pp |
| Annual return | 23.12% | 21.63%+1.5pp | 592.52%-569.4pp | 28.86%-5.7pp |
| Employer contribution / active EE | $1,590 | $2,574-38.2% | $3,024-47.4% | $2,589-38.6% |
| Participant deferral / active EE | $3,843 | $3,438+11.8% | $4,438-13.4% | $4,291-10.4% |
| Admin fee / account holder | $4,743 | $1,057+348.6% | $5,616-15.5% | $1,588+198.6% |