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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 | $46,354 | $88,360-47.5% | $145,433-68.1% | $67,986-31.8% |
| Participation rate | 96.3% | 65.5%+30.8pp | 82.1%+14.2pp | 57.2%+39.1pp |
| Annual return | 138.75% | 63.15%+75.6pp | 66.58%+72.2pp | 31.67%+107.1pp |
| Employer contribution / active EE | $3,888 | $3,054+27.3% | $4,554-14.6% | $2,019+92.6% |
| Participant deferral / active EE | $13,914 | $5,932+134.6% | $7,897+76.2% | $3,358+314.4% |
| Admin fee / account holder | $2,641 | $3,313-20.3% | $13,129-79.9% | $3,203-17.5% |