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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 | $99,187 | $44,103+124.9% | $75,826+30.8% | $64,173+54.6% |
| Participation rate | 94.4% | 62.7%+31.7pp | 68.2%+26.2pp | 69.6%+24.9pp |
| Annual return | 18.14% | -4.72%+22.9pp | 1914.15%-1896.0pp | 7.63%+10.5pp |
| Employer contribution / active EE | $4,151 | $1,446+187.1% | $1,913+117.0% | $2,381+74.4% |
| Participant deferral / active EE | $5,013 | $2,204+127.4% | $2,862+75.1% | $3,470+44.5% |
| Admin fee / account holder | $10,144 | $3,506+189.3% | $4,726+114.7% | $4,887+107.6% |