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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 | $144,871 | $69,590+108.2% | $136,867+5.8% | $94,015+54.1% |
| Participation rate | 97.4% | 66.3%+31.1pp | 74.5%+22.9pp | 70.8%+26.6pp |
| Annual return | 20.00% | 19.62%+0.4pp | 42.97%-23.0pp | 17.84%+2.2pp |
| Employer contribution / active EE | $9,873 | $2,396+312.0% | $3,547+178.4% | $2,790+253.9% |
| Participant deferral / active EE | $9,632 | $3,437+180.3% | $4,924+95.6% | $4,249+126.7% |
| Admin fee / account holder | $2,893 | $8,912-67.5% | $10,340-72.0% | $8,951-67.7% |