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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 | $107,510 | $88,360+21.7% | $145,433-26.1% | $67,986+58.1% |
| Participation rate | 80.2% | 65.5%+14.7pp | 82.1%-1.9pp | 57.2%+23.0pp |
| Annual return | 20.75% | 63.15%-42.4pp | 66.58%-45.8pp | 31.67%-10.9pp |
| Employer contribution / active EE | $11,989 | $3,054+292.6% | $4,554+163.2% | $2,019+493.9% |
| Participant deferral / active EE | $12,454 | $5,932+109.9% | $7,897+57.7% | $3,358+270.9% |
| Admin fee / account holder | $6,851 | $3,313+106.8% | $13,129-47.8% | $3,203+113.9% |