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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 | $157,126 | $81,233+93.4% | $155,567+1.0% | $80,874+94.3% |
| Participation rate | 98.8% | 66.2%+32.5pp | 78.2%+20.6pp | 67.6%+31.1pp |
| Annual return | 12.34% | 33.33%-21.0pp | 64.74%-52.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $10,264 | $3,101+231.0% | $4,674+119.6% | $2,756+272.5% |
| Participant deferral / active EE | $5,467 | $3,452+58.4% | $5,628-2.8% | $4,297+27.2% |
| Admin fee / account holder | $2,419 | $7,998-69.8% | $15,916-84.8% | $6,935-65.1% |