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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 | $107,308 | $80,753+32.9% | $136,298-21.3% | $62,293+72.3% |
| Participation rate | 75.0% | 73.5%+1.5pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 19.65% | 35.83%-16.2pp | 5156.27%-5136.6pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,879 | $2,884-34.8% | $4,696-60.0% | $2,042-8.0% |
| Participant deferral / active EE | $7,342 | $5,164+42.2% | $6,247+17.5% | $3,169+131.7% |
| Admin fee / account holder | $536 | $525+2.0% | $9,244-94.2% | $479+11.8% |