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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 | $95,900 | $57,590+66.5% | $86,233+11.2% | $82,448+16.3% |
| Participation rate | 97.9% | 57.9%+40.1pp | 69.0%+28.9pp | 68.1%+29.8pp |
| Annual return | 38.42% | 22.41%+16.0pp | 61.39%-23.0pp | 41.64%-3.2pp |
| Employer contribution / active EE | $3,792 | $1,655+129.1% | $2,504+51.4% | $2,551+48.6% |
| Participant deferral / active EE | $7,059 | $3,080+129.2% | $4,559+54.8% | $4,139+70.5% |
| Admin fee / account holder | $10,332 | $4,730+118.4% | $8,342+23.8% | $7,234+42.8% |