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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 | $86,105 | $75,058+14.7% | $152,301-43.5% | $64,340+33.8% |
| Participation rate | 85.7% | 60.9%+24.8pp | 82.4%+3.3pp | 55.2%+30.5pp |
| Annual return | 30.13% | 29.93%+0.2pp | 80.50%-50.4pp | 24.14%+6.0pp |
| Employer contribution / active EE | $4,754 | $2,605+82.5% | $4,624+2.8% | $1,862+155.4% |
| Participant deferral / active EE | $9,374 | $5,041+86.0% | $8,004+17.1% | $2,980+214.5% |
| Admin fee / account holder | $6,371 | $4,050+57.3% | $14,398-55.8% | $3,703+72.1% |