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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 | $65,367 | $57,285+14.1% | $86,605-24.5% | $75,173-13.0% |
| Participation rate | 71.0% | 63.2%+7.8pp | 71.7%-0.7pp | 67.2%+3.8pp |
| Annual return | 14.90% | 2671.04%-2656.1pp | 591.39%-576.5pp | 160.65%-145.8pp |
| Employer contribution / active EE | $4,728 | $2,315+104.3% | $3,023+56.4% | $2,670+77.0% |
| Participant deferral / active EE | $6,206 | $3,318+87.0% | $4,438+39.8% | $4,126+50.4% |
| Admin fee / account holder | $7,607 | $4,112+85.0% | $5,611+35.6% | $5,651+34.6% |