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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 | $64,333 | $51,638+24.6% | $68,368-5.9% | $82,448-22.0% |
| Participation rate | 95.0% | 63.6%+31.4pp | 73.8%+21.2pp | 68.1%+26.9pp |
| Annual return | 25.00% | 37.53%-12.5pp | 292.57%-267.6pp | 41.64%-16.6pp |
| Employer contribution / active EE | $3,376 | $2,047+65.0% | $2,649+27.5% | $2,551+32.4% |
| Participant deferral / active EE | $7,797 | $2,914+167.6% | $4,123+89.1% | $4,139+88.4% |
| Admin fee / account holder | $3,143 | $4,643-32.3% | $5,150-39.0% | $7,234-56.6% |