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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 | $168,270 | $89,370+88.3% | $141,197+19.2% | $72,976+130.6% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.7pp |
| Annual return | 23.51% | 111.88%-88.4pp | 71.41%-47.9pp | 81.02%-57.5pp |
| Employer contribution / active EE | $6,177 | $3,115+98.3% | $4,736+30.4% | $2,440+153.1% |
| Participant deferral / active EE | $7,959 | $5,419+46.9% | $6,710+18.6% | $3,608+120.6% |
| Admin fee / account holder | $706 | $5,957-88.2% | $10,265-93.1% | $5,124-86.2% |