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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 | $142,981 | $91,559+56.2% | $133,978+6.7% | $79,856+79.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 108.77% | 61.85%+46.9pp | 45.10%+63.7pp | 31.71%+77.1pp |
| Employer contribution / active EE | $744 | $2,384-68.8% | $3,919-81.0% | $2,471-69.9% |
| Participant deferral / active EE | $4,915 | $3,734+31.6% | $5,047-2.6% | $3,741+31.4% |
| Admin fee / account holder | $9,153 | $6,321+44.8% | $8,930+2.5% | $5,306+72.5% |