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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 | $59,607 | $82,133-27.4% | $147,318-59.5% | $64,097-7.0% |
| Participation rate | 89.5% | 62.3%+27.2pp | 82.1%+7.5pp | 55.2%+34.3pp |
| Annual return | 46.75% | 78.78%-32.0pp | 70.43%-23.7pp | 34.64%+12.1pp |
| Employer contribution / active EE | $5,516 | $2,872+92.1% | $4,593+20.1% | $1,891+191.6% |
| Participant deferral / active EE | $11,846 | $5,407+119.1% | $7,906+49.8% | $3,080+284.6% |
| Admin fee / account holder | $2,564 | $3,730-31.3% | $13,708-81.3% | $3,454-25.8% |