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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 | $44,680 | $77,523-42.4% | $100,383-55.5% | $80,874-44.8% |
| Participation rate | 85.0% | 77.0%+8.0pp | 81.5%+3.5pp | 67.6%+17.4pp |
| Annual return | 101.29% | 37.21%+64.1pp | 49.26%+52.0pp | 35.62%+65.7pp |
| Employer contribution / active EE | $1,237 | $2,801-55.8% | $3,944-68.6% | $2,756-55.1% |
| Participant deferral / active EE | $8,181 | $6,822+19.9% | $8,086+1.2% | $4,297+90.4% |
| Admin fee / account holder | $8,344 | $5,899+41.5% | $7,900+5.6% | $6,935+20.3% |