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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 | $92,434 | $56,640+63.2% | $78,002+18.5% | $55,167+67.6% |
| Participation rate | 74.1% | 73.3%+0.8pp | 75.5%-1.4pp | 69.0%+5.1pp |
| Annual return | 9.50% | 2868.48%-2859.0pp | 425.99%-416.5pp | 169.23%-159.7pp |
| Employer contribution / active EE | $2,197 | $1,724+27.5% | $2,470-11.1% | $1,963+11.9% |
| Participant deferral / active EE | $5,899 | $2,778+112.4% | $3,497+68.7% | $3,054+93.1% |
| Admin fee / account holder | $420 | $467-9.9% | $5,481-92.3% | $504-16.6% |