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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 | $72,310 | $48,337+49.6% | $67,560+7.0% | $80,959-10.7% |
| Participation rate | 91.1% | 66.4%+24.7pp | 72.9%+18.2pp | 67.7%+23.4pp |
| Annual return | 18.12% | 18.26%-0.1pp | 3533.50%-3515.4pp | 35.67%-17.5pp |
| Employer contribution / active EE | $6,450 | $2,023+218.9% | $2,737+135.7% | $2,757+133.9% |
| Participant deferral / active EE | $6,110 | $2,928+108.7% | $4,004+52.6% | $4,300+42.1% |
| Admin fee / account holder | $2,488 | $3,695-32.7% | $3,994-37.7% | $6,925-64.1% |