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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 | $98,349 | $64,729+51.9% | $112,263-12.4% | $68,490+43.6% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | 39.13% | -11.40%+50.5pp | 27.49%+11.6pp | -7.85%+47.0pp |
| Employer contribution / active EE | $3,387 | $2,746+23.3% | $3,636-6.9% | $2,597+30.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $519 | $5,222-90.1% | $6,410-91.9% | $5,403-90.4% |