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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 | $108,003 | $79,189+36.4% | $102,457+5.4% | $74,400+45.2% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.9pp | 67.2%+27.2pp |
| Annual return | 15.66% | 54.98%-39.3pp | 29.41%-13.7pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $2,060 | $2,362-12.8% | $3,022-31.8% | $2,624-21.5% |
| Participant deferral / active EE | $7,701 | $4,415+74.4% | $5,054+52.4% | $4,348+77.1% |
| Admin fee / account holder | $4,091 | $2,002+104.3% | $9,451-56.7% | $1,944+110.5% |