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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 | $99,539 | $80,731+23.3% | $103,374-3.7% | $74,546+33.5% |
| Participation rate | 85.7% | 65.7%+20.1pp | 74.5%+11.2pp | 67.2%+18.5pp |
| Annual return | 12.62% | 27.56%-14.9pp | 24.89%-12.3pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $7,106 | $3,158+125.0% | $3,869+83.7% | $2,624+170.8% |
| Participant deferral / active EE | $6,195 | $3,860+60.5% | $5,058+22.5% | $4,347+42.5% |
| Admin fee / account holder | $3,519 | $2,369+48.6% | $8,394-58.1% | $1,944+81.1% |