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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 | $117,184 | $91,537+28.0% | $130,045-9.9% | $75,173+55.9% |
| Participation rate | 82.6% | 71.5%+11.2pp | 78.5%+4.1pp | 67.2%+15.4pp |
| Annual return | 19.40% | -631.55%+650.9pp | -137.30%+156.7pp | 160.72%-141.3pp |
| Employer contribution / active EE | $3,018 | $2,845+6.1% | $4,321-30.1% | $2,671+13.0% |
| Participant deferral / active EE | $12,021 | $4,343+176.8% | $5,820+106.5% | $4,126+191.3% |
| Admin fee / account holder | $4,978 | $6,780-26.6% | $10,600-53.0% | $5,651-11.9% |