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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 | $118,461 | $77,677+52.5% | $109,188+8.5% | $79,389+49.2% |
| Participation rate | 93.4% | 67.8%+25.6pp | 75.9%+17.5pp | 70.7%+22.7pp |
| Annual return | 23.40% | 23.44%0pp | 25.76%-2.4pp | 116.89%-93.5pp |
| Employer contribution / active EE | $9,308 | $2,798+232.6% | $3,723+150.0% | $2,428+283.4% |
| Participant deferral / active EE | $9,753 | $3,517+177.3% | $4,654+109.6% | $4,046+141.1% |
| Admin fee / account holder | $17,671 | $732+2312.4% | $6,755+161.6% | $626+2720.9% |