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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 | $127,622 | $58,258+119.1% | $81,820+56.0% | $80,925+57.7% |
| Participation rate | 98.9% | 63.5%+35.4pp | 72.4%+26.5pp | 67.7%+31.2pp |
| Annual return | 12.32% | 41.76%-29.4pp | 777.93%-765.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,619 | $2,345-31.0% | $2,915-44.5% | $2,756-41.3% |
| Participant deferral / active EE | $6,028 | $3,284+83.6% | $4,323+39.5% | $4,299+40.2% |
| Admin fee / account holder | $1,186 | $4,976-76.2% | $7,391-84.0% | $6,940-82.9% |