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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 | $121,685 | $109,359+11.3% | $162,185-25.0% | $72,976+66.7% |
| Participation rate | 96.6% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.1pp |
| Annual return | 44.79% | 25.46%+19.3pp | 115.61%-70.8pp | 81.02%-36.2pp |
| Employer contribution / active EE | $3,393 | $3,907-13.2% | $5,613-39.5% | $2,440+39.1% |
| Participant deferral / active EE | $4,355 | $5,481-20.6% | $7,297-40.3% | $3,608+20.7% |
| Admin fee / account holder | $6,841 | $7,972-14.2% | $10,844-36.9% | $5,124+33.5% |