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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 | $159,061 | $138,385+14.9% | $184,200-13.6% | $80,874+96.7% |
| Participation rate | 92.2% | 83.9%+8.3pp | 86.8%+5.4pp | 67.6%+24.6pp |
| Annual return | 25.56% | 20.02%+5.5pp | 28.80%-3.2pp | 35.62%-10.1pp |
| Employer contribution / active EE | $8,838 | $4,849+82.2% | $6,424+37.6% | $2,756+220.7% |
| Participant deferral / active EE | $18,165 | $7,073+156.8% | $9,132+98.9% | $4,297+322.8% |
| Admin fee / account holder | $3,738 | $10,483-64.3% | $13,907-73.1% | $6,935-46.1% |