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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 | $79,074 | $75,058+5.4% | $152,301-48.1% | $64,340+22.9% |
| Participation rate | 97.4% | 60.9%+36.5pp | 82.4%+14.9pp | 55.2%+42.1pp |
| Annual return | 31.80% | 29.93%+1.9pp | 80.50%-48.7pp | 24.14%+7.7pp |
| Employer contribution / active EE | $6,504 | $2,605+149.7% | $4,624+40.6% | $1,862+249.4% |
| Participant deferral / active EE | $10,657 | $5,041+111.4% | $8,004+33.1% | $2,980+257.6% |
| Admin fee / account holder | $3,248 | $4,050-19.8% | $14,398-77.4% | $3,703-12.3% |