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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 | $136,699 | $99,875+36.9% | $146,866-6.9% | $86,983+57.2% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 26.50% | 28.10%-1.6pp | 102.85%-76.4pp | 25.83%+0.7pp |
| Employer contribution / active EE | $5,624 | $3,224+74.4% | $4,425+27.1% | $2,584+117.6% |
| Participant deferral / active EE | $19,280 | $6,322+205.0% | $7,759+148.5% | $4,194+359.7% |
| Admin fee / account holder | $6,461 | $7,838-17.6% | $13,620-52.6% | $7,856-17.8% |