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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 | $165,734 | $67,894+144.1% | $89,340+85.5% | $82,448+101.0% |
| Participation rate | 93.1% | 64.0%+29.0pp | 69.6%+23.5pp | 68.1%+25.0pp |
| Annual return | 14.64% | 19.21%-4.6pp | 20.57%-5.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $4,464 | $1,828+144.2% | $2,231+100.1% | $2,551+75.0% |
| Participant deferral / active EE | $7,198 | $3,072+134.3% | $3,823+88.3% | $4,139+73.9% |
| Admin fee / account holder | $1,739 | $5,723-69.6% | $6,704-74.1% | $7,234-76.0% |