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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 | $130,831 | $91,760+42.6% | $156,181-16.2% | $67,986+92.4% |
| Participation rate | 86.6% | 65.0%+21.6pp | 78.8%+7.7pp | 57.2%+29.4pp |
| Annual return | 19.41% | 18.14%+1.3pp | 64.87%-45.5pp | 31.67%-12.3pp |
| Employer contribution / active EE | $4,182 | $2,419+72.9% | $4,294-2.6% | $2,019+107.2% |
| Participant deferral / active EE | $8,076 | $3,960+103.9% | $6,132+31.7% | $3,358+140.5% |
| Admin fee / account holder | $8,657 | $3,949+119.3% | $14,586-40.6% | $3,203+170.3% |