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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 | $61,815+13.2% | $97,295-28.1% | $80,959-13.6% |
| Participation rate | 91.9% | 63.5%+28.4pp | 72.7%+19.2pp | 67.7%+24.2pp |
| Annual return | 23.14% | -558.73%+581.9pp | 75.62%-52.5pp | 35.67%-12.5pp |
| Employer contribution / active EE | $6,131 | $1,836+233.9% | $2,723+125.2% | $2,757+122.4% |
| Participant deferral / active EE | $6,870 | $3,027+127.0% | $4,264+61.1% | $4,300+59.8% |
| Admin fee / account holder | $6,033 | $5,166+16.8% | $5,646+6.8% | $6,925-12.9% |