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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 | $52,602 | $51,638+1.9% | $129,406-59.4% | $80,959-35.0% |
| Participation rate | 75.6% | 56.9%+18.7pp | 69.6%+6.0pp | 67.7%+7.9pp |
| Annual return | 30.76% | 20.78%+10.0pp | 9468.18%-9437.4pp | 35.67%-4.9pp |
| Employer contribution / active EE | $4,354 | $1,584+175.0% | $4,155+4.8% | $2,757+57.9% |
| Participant deferral / active EE | $8,425 | $2,670+215.5% | $4,167+102.2% | $4,300+95.9% |
| Admin fee / account holder | $10,693 | $4,313+147.9% | $7,689+39.1% | $6,925+54.4% |