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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 | $96,599 | $80,731+19.7% | $103,378-6.6% | $74,400+29.8% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.2pp |
| Annual return | 30.90% | 27.56%+3.3pp | 24.91%+6.0pp | 1367.51%-1336.6pp |
| Employer contribution / active EE | $7,692 | $3,159+143.5% | $3,870+98.8% | $2,624+193.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4,643 | $2,369+95.9% | $8,401-44.7% | $1,944+138.9% |