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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 | $77,985 | $89,367-12.7% | $141,191-44.8% | $72,975+6.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.35% | 111.87%-87.5pp | 71.41%-47.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $5,765 | $3,115+85.1% | $4,736+21.7% | $2,440+136.3% |
| Participant deferral / active EE | $7,133 | $5,419+31.6% | $6,710+6.3% | $3,608+97.7% |
| Admin fee / account holder | $1,769 | $5,957-70.3% | $10,264-82.8% | $5,124-65.5% |