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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 | $51,631+1.9% | $129,397-59.3% | $80,925-35.0% |
| Participation rate | 75.6% | 56.9%+18.7pp | 69.6%+6.0pp | 67.7%+8.0pp |
| Annual return | 30.76% | 20.77%+10.0pp | 9453.98%-9423.2pp | 35.65%-4.9pp |
| Employer contribution / active EE | $4,354 | $1,583+175.1% | $4,154+4.8% | $2,756+58.0% |
| Participant deferral / active EE | $8,425 | $2,670+215.5% | $4,167+102.2% | $4,299+96.0% |
| Admin fee / account holder | $10,693 | $4,309+148.2% | $7,679+39.3% | $6,940+54.1% |