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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 | $245,903 | $90,674+171.2% | $96,707+154.3% | $82,448+198.3% |
| Participation rate | 98.9% | 75.9%+23.0pp | 80.4%+18.6pp | 68.1%+30.8pp |
| Annual return | 16.95% | 49.05%-32.1pp | 34.78%-17.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $8,293 | $3,975+108.7% | $4,191+97.9% | $2,551+225.1% |
| Participant deferral / active EE | $8,257 | $5,696+45.0% | $5,997+37.7% | $4,139+99.5% |
| Admin fee / account holder | $31,253 | $7,568+313.0% | $7,503+316.6% | $7,234+332.0% |