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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 | $73,864 | $99,957-26.1% | $149,715-50.7% | $73,493+0.5% |
| Participation rate | 72.6% | 75.7%-3.1pp | 82.5%-9.8pp | 70.7%+2.0pp |
| Annual return | 19.95% | 53.87%-33.9pp | 276.66%-256.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $2,337 | $3,191-26.8% | $4,645-49.7% | $2,270+3.0% |
| Participant deferral / active EE | $5,928 | $6,073-2.4% | $6,842-13.4% | $3,740+58.5% |
| Admin fee / account holder | $1,616 | $551+193.4% | $9,310-82.6% | $513+214.9% |