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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 | $145,111 | $137,414+5.6% | $189,537-23.4% | $85,847+69.0% |
| Participation rate | 93.5% | 84.6%+8.9pp | 87.8%+5.7pp | 69.3%+24.2pp |
| Annual return | 21.49% | 38.14%-16.7pp | 555.34%-533.8pp | 318.61%-297.1pp |
| Employer contribution / active EE | $4,601 | $4,344+5.9% | $6,161-25.3% | $2,565+79.3% |
| Participant deferral / active EE | $13,897 | $6,260+122.0% | $8,220+69.1% | $3,952+251.6% |
| Admin fee / account holder | $7,106 | $8,630-17.7% | $12,048-41.0% | $6,261+13.5% |