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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 | $22,537 | $63,346-64.4% | $92,240-75.6% | $70,126-67.9% |
| Participation rate | 97.1% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.6pp |
| Annual return | 17.44% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $3,391 | $2,471+37.2% | $3,680-7.9% | $2,343+44.7% |
| Participant deferral / active EE | $3,150 | $2,854+10.4% | $3,897-19.2% | $3,332-5.5% |
| Admin fee / account holder | $325 | $3,841-91.5% | $5,194-93.7% | $4,645-93.0% |