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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 | $82,106 | $71,230+15.3% | $93,727-12.4% | $80,959+1.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.62% | 11.26%+2.4pp | 133.83%-120.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $5,790 | $1,565+269.9% | $2,421+139.1% | $2,757+110.0% |
| Participant deferral / active EE | $6,198 | $4,037+53.5% | $4,417+40.3% | $4,300+44.1% |
| Admin fee / account holder | $2,464 | $6,961-64.6% | $8,292-70.3% | $6,925-64.4% |