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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 | $107,557 | $73,532+46.3% | $178,505-39.7% | $74,478+44.4% |
| Participation rate | 91.6% | 66.6%+25.0pp | 77.1%+14.5pp | 67.2%+24.4pp |
| Annual return | 19.09% | 17.49%+1.6pp | 27.16%-8.1pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $8,823 | $2,221+297.3% | $3,955+123.1% | $2,626+236.0% |
| Participant deferral / active EE | $10,967 | $4,519+142.7% | $6,280+74.6% | $4,350+152.1% |
| Admin fee / account holder | $1,956 | $1,813+7.9% | $10,428-81.2% | $1,946+0.5% |