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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 | $159,901 | $114,712+39.4% | $173,730-8.0% | $87,485+82.8% |
| Participation rate | 81.0% | 73.0%+8.0pp | 79.6%+1.4pp | 68.9%+12.1pp |
| Annual return | 31.31% | 20.18%+11.1pp | 19.96%+11.4pp | 26.06%+5.2pp |
| Employer contribution / active EE | $2,390 | $2,904-17.7% | $4,577-47.8% | $2,596-7.9% |
| Participant deferral / active EE | $6,373 | $4,642+37.3% | $6,326+0.7% | $4,274+49.1% |
| Admin fee / account holder | $13,359 | $10,210+30.8% | $17,523-23.8% | $7,775+71.8% |