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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 | $59,258 | $78,672-24.7% | $109,163-45.7% | $85,856-31.0% |
| Participation rate | 95.5% | 68.3%+27.2pp | 75.9%+19.6pp | 69.3%+26.1pp |
| Annual return | 36.71% | 25.09%+11.6pp | 25.75%+11.0pp | 318.58%-281.9pp |
| Employer contribution / active EE | $13,807 | $2,734+405.1% | $3,723+270.9% | $2,565+438.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,167 | $5,470-23.8% | $6,754-38.3% | $6,261-33.4% |