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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 | $131,759 | $82,133+60.4% | $147,318-10.6% | $64,097+105.6% |
| Participation rate | 100.0% | 62.3%+37.7pp | 82.1%+17.9pp | 55.2%+44.8pp |
| Annual return | 22.10% | 78.78%-56.7pp | 70.43%-48.3pp | 34.64%-12.5pp |
| Employer contribution / active EE | $7,386 | $2,872+157.2% | $4,593+60.8% | $1,891+290.5% |
| Participant deferral / active EE | $7,590 | $5,407+40.4% | $7,906-4.0% | $3,080+146.4% |
| Admin fee / account holder | $1,905 | $3,730-48.9% | $13,708-86.1% | $3,454-44.9% |