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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 | $75,481 | $73,978+2.0% | $96,515-21.8% | $75,173+0.4% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.3pp | 67.2%+25.4pp |
| Annual return | 56.42% | 26.72%+29.7pp | 35.73%+20.7pp | 160.72%-104.3pp |
| Employer contribution / active EE | $10,792 | $2,931+268.3% | $3,740+188.6% | $2,671+304.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,594 | $5,219-12.0% | $6,735-31.8% | $5,651-18.7% |