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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 | $92,297 | $45,050+104.9% | $63,018+46.5% | $70,126+31.6% |
| Participation rate | 94.1% | 69.5%+24.6pp | 74.8%+19.3pp | 69.5%+24.6pp |
| Annual return | 18.05% | 18.76%-0.7pp | 87.62%-69.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $6,133 | $2,052+198.9% | $2,761+122.1% | $2,343+161.8% |
| Participant deferral / active EE | $6,830 | $2,466+177.0% | $3,330+105.1% | $3,332+105.0% |
| Admin fee / account holder | $2,390 | $2,834-15.7% | $3,601-33.6% | $4,645-48.5% |