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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 | $162,770 | $121,341+34.1% | $189,537-14.1% | $79,391+105.0% |
| Participation rate | 91.1% | 86.1%+5.0pp | 87.8%+3.3pp | 70.7%+20.4pp |
| Annual return | 13.77% | 21.08%-7.3pp | 555.34%-541.6pp | 116.88%-103.1pp |
| Employer contribution / active EE | $3,483 | $3,915-11.0% | $6,161-43.5% | $2,428+43.5% |
| Participant deferral / active EE | $4,502 | $6,395-29.6% | $8,220-45.2% | $4,046+11.3% |
| Admin fee / account holder | $1,140 | $651+75.0% | $12,048-90.5% | $627+82.0% |