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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 | $180,679 | $87,060+107.5% | $105,591+71.1% | $80,911+123.3% |
| Participation rate | 92.4% | 70.4%+21.9pp | 75.3%+17.1pp | 67.6%+24.7pp |
| Annual return | 14.51% | 17.05%-2.5pp | 116.43%-101.9pp | 35.63%-21.1pp |
| Employer contribution / active EE | $5,227 | $2,396+118.1% | $3,166+65.1% | $2,756+89.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,917 | $8,442-53.6% | $11,024-64.5% | $6,935-43.5% |