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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 | $73,955+101.4% | $96,520+54.3% | $75,181+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 | 35.72%-18.8pp | 160.69%-143.7pp |
| Employer contribution / active EE | $5,645 | $2,930+92.7% | $3,739+51.0% | $2,671+111.4% |
| Participant deferral / active EE | $8,589 | $3,659+134.7% | $4,879+76.0% | $4,126+108.2% |
| Admin fee / account holder | $12,167 | $5,217+133.2% | $6,733+80.7% | $5,650+115.3% |