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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 | $82,449 | $66,813+23.4% | $100,528-18.0% | $73,493+12.2% |
| Participation rate | 76.5% | 77.5%-0.9pp | 79.4%-2.9pp | 70.7%+5.8pp |
| Annual return | 72.73% | 25.70%+47.0pp | 30.90%+41.8pp | 28.51%+44.2pp |
| Employer contribution / active EE | $854 | $2,147-60.2% | $3,419-75.0% | $2,270-62.4% |
| Participant deferral / active EE | $9,333 | $5,883+58.6% | $6,271+48.8% | $3,740+149.6% |
| Admin fee / account holder | $7,060 | $512+1278.8% | $8,084-12.7% | $513+1276.1% |