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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 | $78,690+184.2% | $161,489+38.5% | $87,485+155.6% |
| Participation rate | 92.6% | 67.5%+25.1pp | 78.7%+13.9pp | 68.9%+23.7pp |
| Annual return | 16.69% | 32.74%-16.1pp | 89.72%-73.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $8,686 | $2,588+235.6% | $4,268+103.5% | $2,596+234.6% |
| Participant deferral / active EE | $6,858 | $3,311+107.1% | $5,630+21.8% | $4,274+60.5% |
| Admin fee / account holder | $2,502 | $6,724-62.8% | $16,006-84.4% | $7,775-67.8% |