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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 | $100,083 | $63,809+56.8% | $81,353+23.0% | $80,935+23.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 31.79% | 16.37%+15.4pp | 24.82%+7.0pp | 35.66%-3.9pp |
| Employer contribution / active EE | $7,062 | $1,981+256.5% | $2,464+186.6% | $2,757+156.2% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,384 | $5,686-22.9% | $5,766-24.0% | $6,924-36.7% |