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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 | $69,509 | $76,696-9.4% | $96,538-28.0% | $71,529-2.8% |
| Participation rate | 77.7% | 66.6%+11.1pp | 74.3%+3.3pp | 67.9%+9.7pp |
| Annual return | 25.91% | 48.32%-22.4pp | 35.74%-9.8pp | 28.97%-3.1pp |
| Employer contribution / active EE | $3,386 | $3,032+11.7% | $3,740-9.5% | $2,590+30.8% |
| Participant deferral / active EE | $6,643 | $3,770+76.2% | $4,880+36.1% | $4,291+54.8% |
| Admin fee / account holder | $2,429 | $2,030+19.7% | $6,737-63.9% | $1,588+52.9% |