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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 | $64,660 | $81,446-20.6% | $103,374-37.5% | $80,874-20.0% |
| Participation rate | 98.9% | 66.9%+32.0pp | 74.5%+24.4pp | 67.6%+31.2pp |
| Annual return | 16.00% | 25.57%-9.6pp | 24.89%-8.9pp | 35.62%-19.6pp |
| Employer contribution / active EE | $3,942 | $3,107+26.9% | $3,869+1.9% | $2,756+43.0% |
| Participant deferral / active EE | $7,268 | $3,870+87.8% | $5,058+43.7% | $4,297+69.1% |
| Admin fee / account holder | $3,349 | $6,715-50.1% | $8,394-60.1% | $6,935-51.7% |