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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 | $30,423 | $89,367-66.0% | $141,191-78.5% | $72,975-58.3% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 29.57% | 111.87%-82.3pp | 71.41%-41.8pp | 81.01%-51.4pp |
| Employer contribution / active EE | $3,771 | $3,115+21.1% | $4,736-20.4% | $2,440+54.5% |
| Participant deferral / active EE | $8,911 | $5,419+64.5% | $6,710+32.8% | $3,608+147.0% |
| Admin fee / account holder | $3,944 | $5,957-33.8% | $10,264-61.6% | $5,124-23.0% |