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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 | $52,686 | $73,102-27.9% | $123,549-57.4% | $56,287-6.4% |
| Participation rate | 77.4% | 74.3%+3.0pp | 82.3%-4.9pp | 69.9%+7.5pp |
| Annual return | 119.48% | 3.01%+116.5pp | 119.20%+0.3pp | -9.96%+129.4pp |
| Employer contribution / active EE | $4,135 | $2,977+38.9% | $4,628-10.6% | $2,111+95.9% |
| Participant deferral / active EE | $7,752 | $5,423+42.9% | $6,426+20.6% | $3,350+131.4% |
| Admin fee / account holder | $16,394 | $554+2860.7% | $9,284+76.6% | $521+3047.0% |