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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 | $8,869 | $57,119-84.5% | $85,187-89.6% | $80,935-89.0% |
| Participation rate | 80.3% | 56.4%+23.9pp | 67.5%+12.8pp | 67.7%+12.6pp |
| Annual return | 18.63% | 21.70%-3.1pp | 66.67%-48.0pp | 35.66%-17.0pp |
| Employer contribution / active EE | $2,057 | $1,802+14.2% | $2,732-24.7% | $2,757-25.4% |
| Participant deferral / active EE | $2,712 | $3,115-12.9% | $4,525-40.1% | $4,299-36.9% |
| Admin fee / account holder | $853 | $4,990-82.9% | $6,162-86.2% | $6,924-87.7% |