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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 | $77,451 | $46,596+66.2% | $64,099+20.8% | $75,181+3.0% |
| Participation rate | 94.3% | 65.9%+28.4pp | 72.3%+22.0pp | 67.2%+27.1pp |
| Annual return | 15.02% | 26.04%-11.0pp | 33.70%-18.7pp | 160.69%-145.7pp |
| Employer contribution / active EE | $6,661 | $1,975+237.3% | $2,748+142.4% | $2,671+149.4% |
| Participant deferral / active EE | $5,430 | $2,837+91.4% | $3,881+39.9% | $4,126+31.6% |
| Admin fee / account holder | $5,574 | $2,954+88.7% | $3,070+81.5% | $5,650-1.3% |