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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 | $116,530 | $89,370+30.4% | $141,197-17.5% | $72,976+59.7% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 21.38% | 111.88%-90.5pp | 71.41%-50.0pp | 81.02%-59.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,924 | $5,419+120.1% | $6,710+77.7% | $3,608+230.5% |
| Admin fee / account holder | $6,621 | $5,957+11.2% | $10,265-35.5% | $5,124+29.2% |