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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 | $54,786 | $106,524-48.6% | $152,301-64.0% | $87,485-37.4% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.4%+11.3pp | 68.9%+24.8pp |
| Annual return | 80.00% | 26.89%+53.1pp | 80.50%-0.5pp | 26.06%+53.9pp |
| Employer contribution / active EE | $5,177 | $3,371+53.6% | $4,624+11.9% | $2,596+99.4% |
| Participant deferral / active EE | $13,828 | $6,525+111.9% | $8,004+72.8% | $4,274+223.6% |
| Admin fee / account holder | $10,038 | $8,287+21.1% | $14,398-30.3% | $7,775+29.1% |