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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 | $102,916 | $51,604+99.4% | $129,295-20.4% | $80,874+27.3% |
| Participation rate | 91.0% | 57.0%+34.1pp | 69.6%+21.4pp | 67.6%+23.4pp |
| Annual return | 13.26% | 20.76%-7.5pp | 9429.28%-9416.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $7,184 | $1,585+353.4% | $4,157+72.8% | $2,756+160.7% |
| Participant deferral / active EE | $5,326 | $2,670+99.5% | $4,169+27.8% | $4,297+24.0% |
| Admin fee / account holder | $10,559 | $4,310+145.0% | $7,665+37.8% | $6,935+52.3% |