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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 | $92,194 | $84,936+8.5% | $111,308-17.2% | $79,391+16.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 77.3%+18.9pp | 70.7%+25.6pp |
| Annual return | 39.59% | 17.45%+22.1pp | 54.67%-15.1pp | 116.88%-77.3pp |
| Employer contribution / active EE | $4,295 | $1,979+117.0% | $2,732+57.2% | $2,428+76.9% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2,247 | $537+318.3% | $7,965-71.8% | $627+258.6% |