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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 | $114,118 | $91,536+24.7% | $130,062-12.3% | $75,177+51.8% |
| Participation rate | 98.9% | 71.5%+27.5pp | 78.5%+20.4pp | 67.2%+31.7pp |
| Annual return | 18.62% | -631.62%+650.2pp | -137.37%+156.0pp | 160.75%-142.1pp |
| Employer contribution / active EE | $2,765 | $2,845-2.8% | $4,322-36.0% | $2,671+3.5% |
| Participant deferral / active EE | $7,903 | $4,343+82.0% | $5,821+35.8% | $4,126+91.5% |
| Admin fee / account holder | $2,068 | $6,780-69.5% | $10,601-80.5% | $5,651-63.4% |