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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 | $151,332 | $81,262+86.2% | $155,602-2.7% | $80,911+87.0% |
| Participation rate | 98.4% | 66.2%+32.1pp | 78.2%+20.2pp | 67.6%+30.7pp |
| Annual return | 14.64% | 33.34%-18.7pp | 64.81%-50.2pp | 35.63%-21.0pp |
| Employer contribution / active EE | $11,834 | $3,102+281.5% | $4,675+153.1% | $2,756+329.4% |
| Participant deferral / active EE | $8,091 | $3,451+134.4% | $5,629+43.7% | $4,297+88.3% |
| Admin fee / account holder | $6,337 | $7,992-20.7% | $15,923-60.2% | $6,935-8.6% |