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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 | $124,110 | $63,924+94.2% | $108,582+14.3% | $55,167+125.0% |
| Participation rate | 84.8% | 74.3%+10.4pp | 79.6%+5.2pp | 69.0%+15.8pp |
| Annual return | 8.57% | 15.31%-6.7pp | -51.70%+60.3pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,831 | $1,879-2.5% | $3,758-51.3% | $1,963-6.7% |
| Participant deferral / active EE | $4,584 | $3,067+49.5% | $4,311+6.3% | $3,054+50.1% |
| Admin fee / account holder | $9,004 | $618+1357.7% | $7,645+17.8% | $504+1686.8% |