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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 | $87,746 | $102,422-14.3% | $147,117-40.4% | $80,959+8.4% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 13.86% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $6,174 | $3,717+66.1% | $4,932+25.2% | $2,757+123.9% |
| Participant deferral / active EE | $6,121 | $6,652-8.0% | $8,065-24.1% | $4,300+42.3% |
| Admin fee / account holder | $7,875 | $7,953-1.0% | $12,993-39.4% | $6,925+13.7% |