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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 | $158,267 | $77,920+103.1% | $149,723+5.7% | $75,177+110.5% |
| Participation rate | 90.7% | 65.6%+25.1pp | 78.8%+11.9pp | 67.2%+23.5pp |
| Annual return | 18.64% | 31.72%-13.1pp | 134.50%-115.9pp | 160.75%-142.1pp |
| Employer contribution / active EE | $5,565 | $3,138+77.3% | $4,821+15.4% | $2,671+108.4% |
| Participant deferral / active EE | $5,186 | $3,411+52.0% | $5,682-8.7% | $4,126+25.7% |
| Admin fee / account holder | $12,317 | $5,951+107.0% | $13,215-6.8% | $5,651+118.0% |