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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 | $144,871 | $51,638+180.6% | $68,368+111.9% | $82,448+75.7% |
| Participation rate | 97.4% | 63.6%+33.8pp | 73.8%+23.7pp | 68.1%+29.3pp |
| Annual return | 20.00% | 37.53%-17.5pp | 292.57%-272.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $9,873 | $2,047+382.4% | $2,649+272.7% | $2,551+287.0% |
| Participant deferral / active EE | $9,632 | $2,914+230.6% | $4,123+133.6% | $4,139+132.7% |
| Admin fee / account holder | $2,893 | $4,643-37.7% | $5,150-43.8% | $7,234-60.0% |