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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 | $95,385 | $104,479-8.7% | $159,474-40.2% | $79,391+20.1% |
| Participation rate | 84.7% | 76.6%+8.1pp | 82.8%+1.8pp | 70.7%+14.0pp |
| Annual return | 24.34% | 67.98%-43.6pp | 263.68%-239.3pp | 116.88%-92.5pp |
| Employer contribution / active EE | $7,543 | $3,417+120.7% | $4,831+56.1% | $2,428+210.7% |
| Participant deferral / active EE | $9,219 | $6,468+42.5% | $7,353+25.4% | $4,046+127.9% |
| Admin fee / account holder | $1,795 | $711+152.3% | $10,802-83.4% | $627+186.5% |