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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 | $73,459+46.4% | $178,528-39.8% | $74,429+44.5% |
| Participation rate | 91.6% | 66.5%+25.1pp | 77.1%+14.5pp | 67.2%+24.4pp |
| Annual return | 19.09% | 17.50%+1.6pp | 27.11%-8.0pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $8,823 | $2,219+297.6% | $3,950+123.3% | $2,625+236.1% |
| Participant deferral / active EE | $10,967 | $4,515+142.9% | $6,278+74.7% | $4,348+152.2% |
| Admin fee / account holder | $1,956 | $1,812+7.9% | $10,419-81.2% | $1,944+0.6% |