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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 | $51,606+1.9% | $129,339-59.3% | $80,911-35.0% |
| Participation rate | 75.6% | 57.0%+18.6pp | 69.6%+6.0pp | 67.6%+8.0pp |
| Annual return | 30.76% | 20.76%+10.0pp | 9437.05%-9406.3pp | 35.63%-4.9pp |
| Employer contribution / active EE | $4,354 | $1,582+175.2% | $4,154+4.8% | $2,756+58.0% |
| Participant deferral / active EE | $8,425 | $2,669+215.7% | $4,170+102.0% | $4,297+96.1% |
| Admin fee / account holder | $10,693 | $4,310+148.1% | $7,668+39.5% | $6,935+54.2% |