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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 | $131,251 | $93,598+40.2% | $135,974-3.5% | $75,173+74.6% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 20.73% | 30.89%-10.2pp | 68.30%-47.6pp | 160.72%-140.0pp |
| Employer contribution / active EE | $5,040 | $3,538+42.5% | $4,859+3.7% | $2,671+88.7% |
| Participant deferral / active EE | $8,882 | $6,405+38.7% | $7,760+14.5% | $4,126+115.3% |
| Admin fee / account holder | $2,789 | $6,978-60.0% | $10,767-74.1% | $5,651-50.6% |