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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 | $112,296 | $56,640+98.3% | $78,002+44.0% | $55,167+103.6% |
| Participation rate | 82.3% | 73.3%+9.0pp | 75.5%+6.8pp | 69.0%+13.3pp |
| Annual return | 7.66% | 2868.48%-2860.8pp | 425.99%-418.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,319 | $1,724+34.5% | $2,470-6.1% | $1,963+18.1% |
| Participant deferral / active EE | $4,803 | $2,778+72.9% | $3,497+37.4% | $3,054+57.3% |
| Admin fee / account holder | $2,932 | $467+528.5% | $5,481-46.5% | $504+481.8% |