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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 | $110,852 | $79,189+40.0% | $102,457+8.2% | $74,400+49.0% |
| Participation rate | 98.7% | 74.8%+24.0pp | 76.5%+22.2pp | 67.2%+31.5pp |
| Annual return | 18.63% | 54.98%-36.4pp | 29.41%-10.8pp | 1367.51%-1348.9pp |
| Employer contribution / active EE | $5,773 | $2,362+144.4% | $3,022+91.0% | $2,624+120.0% |
| Participant deferral / active EE | $9,136 | $4,415+106.9% | $5,054+80.8% | $4,348+110.1% |
| Admin fee / account holder | $1,724 | $2,002-13.9% | $9,451-81.8% | $1,944-11.3% |