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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 | $159,699 | $89,370+78.7% | $141,197+13.1% | $72,976+118.8% |
| Participation rate | 97.7% | 75.1%+22.5pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 22.92% | 111.88%-89.0pp | 71.41%-48.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $13,953 | $3,115+348.0% | $4,736+194.6% | $2,440+471.9% |
| Participant deferral / active EE | $6,638 | $5,419+22.5% | $6,710-1.1% | $3,608+84.0% |
| Admin fee / account holder | $4,994 | $5,957-16.2% | $10,265-51.3% | $5,124-2.5% |