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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 | $198,473 | $65,246+204.2% | $98,716+101.1% | $67,986+191.9% |
| Participation rate | 83.6% | 51.4%+32.2pp | 69.3%+14.3pp | 57.2%+26.4pp |
| Annual return | 22.02% | 20.58%+1.4pp | 31.81%-9.8pp | 31.67%-9.6pp |
| Employer contribution / active EE | $6,419 | $1,042+516.0% | $2,279+181.7% | $2,019+218.0% |
| Participant deferral / active EE | $15,452 | $2,594+495.6% | $4,048+281.7% | $3,358+360.1% |
| Admin fee / account holder | $9,915 | $4,561+117.4% | $8,703+13.9% | $3,203+209.5% |