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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 | $171,356 | $105,284+62.8% | $150,734+13.7% | $94,015+82.3% |
| Participation rate | 95.3% | 71.7%+23.6pp | 78.4%+16.9pp | 70.8%+24.5pp |
| Annual return | 15.06% | 15.67%-0.6pp | 600.81%-585.7pp | 17.84%-2.8pp |
| Employer contribution / active EE | $7,500 | $3,599+108.4% | $4,918+52.5% | $2,790+168.8% |
| Participant deferral / active EE | $8,335 | $4,274+95.0% | $5,610+48.6% | $4,249+96.2% |
| Admin fee / account holder | $722 | $9,839-92.7% | $14,905-95.2% | $8,951-91.9% |