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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 | $80,748+23.3% | $102,383-2.8% | $74,429+33.7% |
| Participation rate | 85.7% | 65.7%+20.0pp | 74.5%+11.2pp | 67.2%+18.5pp |
| Annual return | 12.62% | 27.57%-14.9pp | 24.94%-12.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $7,106 | $3,159+124.9% | $3,870+83.6% | $2,625+170.7% |
| Participant deferral / active EE | $6,195 | $3,861+60.5% | $5,060+22.4% | $4,348+42.5% |
| Admin fee / account holder | $3,519 | $2,371+48.5% | $8,391-58.1% | $1,944+81.0% |