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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 | $100,534 | $55,457+81.3% | $77,361+30.0% | $94,015+6.9% |
| Participation rate | 90.7% | 69.8%+20.9pp | 75.0%+15.8pp | 70.8%+19.9pp |
| Annual return | 12.00% | 15.57%-3.6pp | 1011.54%-999.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $10,352 | $2,255+359.1% | $2,990+246.2% | $2,790+271.0% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,294 | $4,334+91.4% | $5,894+40.7% | $8,951-7.3% |