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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 | $37,685 | $89,367-57.8% | $141,191-73.3% | $72,975-48.4% |
| Participation rate | 94.2% | 75.1%+19.1pp | 82.5%+11.7pp | 69.5%+24.7pp |
| Annual return | 22.91% | 111.87%-89.0pp | 71.41%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $2,932 | $3,115-5.9% | $4,736-38.1% | $2,440+20.1% |
| Participant deferral / active EE | $7,032 | $5,419+29.8% | $6,710+4.8% | $3,608+94.9% |
| Admin fee / account holder | $4,678 | $5,957-21.5% | $10,264-54.4% | $5,124-8.7% |