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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 | $149,168 | $76,407+95.2% | $150,298-0.8% | $82,448+80.9% |
| Participation rate | 94.6% | 66.4%+28.2pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 15.61% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,455 | $2,614+108.7% | $4,154+31.3% | $2,551+113.8% |
| Participant deferral / active EE | $3,529 | $3,214+9.8% | $5,453-35.3% | $4,139-14.7% |
| Admin fee / account holder | $22,159 | $6,352+248.8% | $14,116+57.0% | $7,234+206.3% |