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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 | $138,587 | $106,864+29.7% | $147,318-5.9% | $82,637+67.7% |
| Participation rate | 96.2% | 75.5%+20.6pp | 82.1%+14.1pp | 68.1%+28.1pp |
| Annual return | 22.09% | 27.49%-5.4pp | 70.43%-48.3pp | 53.51%-31.4pp |
| Employer contribution / active EE | $6,293 | $3,417+84.2% | $4,593+37.0% | $2,552+146.6% |
| Participant deferral / active EE | $15,969 | $6,496+145.8% | $7,906+102.0% | $4,126+287.0% |
| Admin fee / account holder | $5,908 | $8,415-29.8% | $13,708-56.9% | $7,339-19.5% |