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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 | $69,972 | $61,789+13.2% | $97,167-28.0% | $80,874-13.5% |
| Participation rate | 91.9% | 63.5%+28.4pp | 72.7%+19.2pp | 67.6%+24.2pp |
| Annual return | 23.14% | -557.90%+581.0pp | 75.27%-52.1pp | 35.62%-12.5pp |
| Employer contribution / active EE | $6,131 | $1,837+233.8% | $2,729+124.7% | $2,756+122.5% |
| Participant deferral / active EE | $6,870 | $3,028+126.9% | $4,264+61.1% | $4,297+59.9% |
| Admin fee / account holder | $6,033 | $5,168+16.7% | $5,650+6.8% | $6,935-13.0% |