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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 | $223,635 | $86,050+159.9% | $189,758+17.9% | $94,015+137.9% |
| Participation rate | 92.6% | 68.9%+23.7pp | 79.8%+12.8pp | 70.8%+21.8pp |
| Annual return | 16.69% | 17.77%-1.1pp | 52.62%-35.9pp | 17.84%-1.2pp |
| Employer contribution / active EE | $8,686 | $2,819+208.1% | $4,767+82.2% | $2,790+211.3% |
| Participant deferral / active EE | $6,858 | $3,349+104.8% | $5,856+17.1% | $4,249+61.4% |
| Admin fee / account holder | $2,502 | $6,627-62.2% | $20,388-87.7% | $8,951-72.1% |