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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 | $112,070 | $95,406+17.5% | $185,849-39.7% | $85,847+30.5% |
| Participation rate | 98.8% | 68.8%+30.0pp | 81.7%+17.1pp | 69.3%+29.4pp |
| Annual return | 14.83% | 23.59%-8.8pp | 122.10%-107.3pp | 318.61%-303.8pp |
| Employer contribution / active EE | $10,950 | $3,314+230.5% | $5,169+111.9% | $2,565+326.9% |
| Participant deferral / active EE | $5,858 | $3,424+71.1% | $5,569+5.2% | $3,952+48.2% |
| Admin fee / account holder | $38,141 | $7,214+428.7% | $16,244+134.8% | $6,261+509.2% |