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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 | $57,707 | $51,631+11.8% | $129,397-55.4% | $80,925-28.7% |
| Participation rate | 96.3% | 56.9%+39.4pp | 69.6%+26.7pp | 67.7%+28.6pp |
| Annual return | 11.93% | 20.77%-8.8pp | 9453.98%-9442.1pp | 35.65%-23.7pp |
| Employer contribution / active EE | $3,149 | $1,583+98.9% | $4,154-24.2% | $2,756+14.2% |
| Participant deferral / active EE | $3,166 | $2,670+18.6% | $4,167-24.0% | $4,299-26.3% |
| Admin fee / account holder | $14,548 | $4,309+237.6% | $7,679+89.5% | $6,940+109.6% |