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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 | $32,468 | $76,834-57.7% | $108,359-70.0% | $87,485-62.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 37.12% | 19.09%+18.0pp | 36.89%+0.2pp | 26.06%+11.1pp |
| Employer contribution / active EE | $7,385 | $1,556+374.5% | $2,399+207.8% | $2,596+184.4% |
| Participant deferral / active EE | $14,692 | $3,100+373.9% | $4,137+255.1% | $4,274+243.8% |
| Admin fee / account holder | $6,046 | $6,537-7.5% | $9,741-37.9% | $7,775-22.2% |