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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 | $152,475 | $54,162+181.5% | $68,612+122.2% | $64,173+137.6% |
| Participation rate | 98.9% | 68.1%+30.9pp | 72.2%+26.7pp | 69.6%+29.4pp |
| Annual return | 46.15% | -1.62%+47.8pp | -4.63%+50.8pp | 7.63%+38.5pp |
| Employer contribution / active EE | $2,377 | $1,846+28.8% | $2,625-9.4% | $2,381-0.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,007 | $4,029-75.0% | $5,131-80.4% | $4,887-79.4% |