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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 | $80,763+19.6% | $102,412-5.7% | $74,459+29.7% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.2pp |
| Annual return | 30.90% | 27.57%+3.3pp | 24.94%+6.0pp | 1369.70%-1338.8pp |
| Employer contribution / active EE | $7,692 | $3,160+143.4% | $3,870+98.8% | $2,626+192.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4,643 | $2,371+95.8% | $8,388-44.6% | $1,945+138.7% |