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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 | $81,331+86.1% | $155,534-2.7% | $80,935+87.0% |
| Participation rate | 98.4% | 66.3%+32.1pp | 78.2%+20.2pp | 67.7%+30.7pp |
| Annual return | 14.64% | 33.37%-18.7pp | 64.92%-50.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $11,834 | $3,105+281.2% | $4,675+153.2% | $2,757+329.3% |
| Participant deferral / active EE | $8,091 | $3,454+134.2% | $5,630+43.7% | $4,299+88.2% |
| Admin fee / account holder | $6,337 | $7,999-20.8% | $15,900-60.1% | $6,924-8.5% |