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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 | $92,520 | $70,666+30.9% | $169,385-45.4% | $75,181+23.1% |
| Participation rate | 96.2% | 64.8%+31.4pp | 77.2%+19.0pp | 67.2%+29.0pp |
| Annual return | 18.89% | 36.37%-17.5pp | 405.82%-386.9pp | 160.69%-141.8pp |
| Employer contribution / active EE | $3,347 | $2,210+51.4% | $4,012-16.6% | $2,671+25.3% |
| Participant deferral / active EE | $8,191 | $4,308+90.1% | $6,221+31.7% | $4,126+98.5% |
| Admin fee / account holder | $7,807 | $5,402+44.5% | $9,011-13.4% | $5,650+38.2% |