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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 | $148,973 | $106,749+39.6% | $145,433+2.4% | $82,448+80.7% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 26.83% | 27.59%-0.8pp | 66.58%-39.7pp | 41.64%-14.8pp |
| Employer contribution / active EE | $16,777 | $3,444+387.1% | $4,554+268.4% | $2,551+557.7% |
| Participant deferral / active EE | $13,928 | $6,519+113.7% | $7,897+76.4% | $4,139+236.5% |
| Admin fee / account holder | $5,995 | $8,390-28.5% | $13,129-54.3% | $7,234-17.1% |