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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 | $148,953 | $73,978+101.3% | $96,515+54.3% | $75,173+98.1% |
| Participation rate | 98.7% | 66.4%+32.3pp | 74.3%+24.4pp | 67.2%+31.5pp |
| Annual return | 16.94% | 26.72%-9.8pp | 35.73%-18.8pp | 160.72%-143.8pp |
| Employer contribution / active EE | $5,645 | $2,931+92.6% | $3,740+51.0% | $2,671+111.4% |
| Participant deferral / active EE | $8,589 | $3,660+134.7% | $4,880+76.0% | $4,126+108.1% |
| Admin fee / account holder | $12,167 | $5,219+133.1% | $6,735+80.6% | $5,651+115.3% |