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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 | $143,632 | $87,834+63.5% | $133,975+7.2% | $62,881+128.4% |
| Participation rate | 97.8% | 83.4%+14.4pp | 87.1%+10.7pp | 69.3%+28.5pp |
| Annual return | 7.88% | 12.05%-4.2pp | 29.29%-21.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $7,886 | $3,482+126.5% | $5,211+51.3% | $2,281+245.8% |
| Participant deferral / active EE | $9,554 | $4,812+98.6% | $6,282+52.1% | $3,203+198.3% |
| Admin fee / account holder | $2,745 | $5,372-48.9% | $9,324-70.6% | $4,296-36.1% |