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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 | $71,840 | $65,027+10.5% | $90,970-21.0% | $79,852-10.0% |
| Participation rate | 98.9% | 61.6%+37.3pp | 69.0%+29.9pp | 69.6%+29.3pp |
| Annual return | 12.99% | 30.45%-17.5pp | 134.58%-121.6pp | 31.72%-18.7pp |
| Employer contribution / active EE | $3,191 | $1,247+155.9% | $2,122+50.4% | $2,471+29.2% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,583 | $4,535+177.4% | $5,960+111.1% | $5,306+137.1% |