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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 | $93,146 | $65,364+42.5% | $92,909+0.3% | $72,975+27.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 25.20% | 42.11%-16.9pp | 109.44%-84.2pp | 81.01%-55.8pp |
| Employer contribution / active EE | $3,905 | $2,594+50.5% | $3,653+6.9% | $2,440+60.0% |
| Participant deferral / active EE | $11,926 | $3,128+281.2% | $4,238+181.4% | $3,608+230.6% |
| Admin fee / account holder | $2,695 | $4,251-36.6% | $5,795-53.5% | $5,124-47.4% |