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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 | $102,557 | $73,988+38.6% | $96,538+6.2% | $75,177+36.4% |
| Participation rate | 98.4% | 66.4%+32.0pp | 74.3%+24.1pp | 67.2%+31.2pp |
| Annual return | 17.02% | 26.73%-9.7pp | 35.74%-18.7pp | 160.75%-143.7pp |
| Employer contribution / active EE | $3,752 | $2,930+28.1% | $3,740+0.3% | $2,671+40.5% |
| Participant deferral / active EE | $7,771 | $3,660+112.3% | $4,880+59.2% | $4,126+88.3% |
| Admin fee / account holder | $4,397 | $5,220-15.8% | $6,737-34.7% | $5,651-22.2% |