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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 | $97,129 | $77,523+25.3% | $100,383-3.2% | $80,874+20.1% |
| Participation rate | 96.7% | 77.0%+19.7pp | 81.5%+15.2pp | 67.6%+29.1pp |
| Annual return | 14.58% | 37.21%-22.6pp | 49.26%-34.7pp | 35.62%-21.0pp |
| Employer contribution / active EE | $3,100 | $2,801+10.7% | $3,944-21.4% | $2,756+12.5% |
| Participant deferral / active EE | $6,672 | $6,822-2.2% | $8,086-17.5% | $4,297+55.3% |
| Admin fee / account holder | $5,900 | $5,8990% | $7,900-25.3% | $6,935-14.9% |