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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 | $85,090 | $86,949-2.1% | $102,460-17.0% | $80,959+5.1% |
| Participation rate | 98.7% | 72.4%+26.3pp | 76.5%+22.2pp | 67.7%+31.0pp |
| Annual return | 105.00% | 18.89%+86.1pp | 29.47%+75.5pp | 35.67%+69.3pp |
| Employer contribution / active EE | $6,674 | $2,370+181.7% | $3,025+120.6% | $2,757+142.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,237 | $8,048-72.2% | $9,460-76.4% | $6,925-67.7% |