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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 | $94,837 | $86,341+9.8% | $125,195-24.2% | $65,186+45.5% |
| Participation rate | 87.7% | 75.3%+12.4pp | 79.8%+8.0pp | 70.2%+17.5pp |
| Annual return | 25.25% | 27.44%-2.2pp | 43.79%-18.5pp | 29.39%-4.1pp |
| Employer contribution / active EE | $2,385 | $2,040+17.0% | $3,866-38.3% | $2,177+9.6% |
| Participant deferral / active EE | $7,112 | $3,538+101.0% | $4,937+44.0% | $3,514+102.4% |
| Admin fee / account holder | $7,397 | $609+1113.9% | $9,704-23.8% | $847+773.0% |