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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 | $75,314 | $53,841+39.9% | $75,731-0.6% | $85,851-12.3% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.12% | 24.54%-10.4pp | 104.65%-90.5pp | 318.63%-304.5pp |
| Employer contribution / active EE | $2,856 | $2,017+41.6% | $2,743+4.1% | $2,565+11.3% |
| Participant deferral / active EE | $2,812 | $2,895-2.8% | $3,820-26.4% | $3,952-28.8% |
| Admin fee / account holder | $4,090 | $3,340+22.4% | $3,620+13.0% | $6,261-34.7% |