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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 | $84,524 | $105,200-19.7% | $159,474-47.0% | $85,847-1.5% |
| Participation rate | 89.5% | 75.8%+13.8pp | 82.8%+6.7pp | 69.3%+20.2pp |
| Annual return | 14.66% | 45.08%-30.4pp | 263.68%-249.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,017 | $3,319-69.3% | $4,831-78.9% | $2,565-60.3% |
| Participant deferral / active EE | $3,475 | $5,946-41.5% | $7,353-52.7% | $3,952-12.1% |
| Admin fee / account holder | $10,691 | $6,934+54.2% | $10,802-1.0% | $6,261+70.8% |