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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 | $88,661 | $36,767+141.1% | $81,473+8.8% | $62,293+42.3% |
| Participation rate | 91.2% | 54.4%+36.7pp | 68.0%+23.2pp | 69.5%+21.7pp |
| Annual return | 26.93% | 173.80%-146.9pp | 38.78%-11.8pp | 28.90%-2.0pp |
| Employer contribution / active EE | $9,480 | $1,128+740.2% | $2,568+269.2% | $2,042+364.2% |
| Participant deferral / active EE | $13,063 | $2,111+518.9% | $3,537+269.3% | $3,169+312.2% |
| Admin fee / account holder | $2,739 | $797+243.6% | $4,561-39.9% | $479+471.5% |