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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 | $129,921 | $110,083+18.0% | $151,645-14.3% | $68,490+89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 13.15% | -10.12%+23.3pp | 3.34%+9.8pp | -7.85%+21.0pp |
| Employer contribution / active EE | $8,795 | $4,470+96.8% | $6,165+42.7% | $2,597+238.7% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,299 | $7,718-57.3% | $11,614-71.6% | $5,403-38.9% |