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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 | $106,710 | $86,940+22.7% | $102,434+4.2% | $80,935+31.8% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.2pp | 67.7%+31.1pp |
| Annual return | 20.20% | 18.89%+1.3pp | 29.46%-9.3pp | 35.66%-15.5pp |
| Employer contribution / active EE | $5,318 | $2,370+124.4% | $3,023+75.9% | $2,757+92.9% |
| Participant deferral / active EE | $10,445 | $4,121+153.5% | $5,055+106.6% | $4,299+142.9% |
| Admin fee / account holder | $9,514 | $8,047+18.2% | $9,462+0.5% | $6,924+37.4% |