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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 | $48,314+49.7% | $67,561+7.0% | $80,925-10.6% |
| Participation rate | 91.1% | 66.4%+24.7pp | 72.9%+18.2pp | 67.7%+23.5pp |
| Annual return | 18.12% | 18.28%-0.2pp | 3525.44%-3507.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $6,450 | $2,022+219.0% | $2,735+135.8% | $2,756+134.0% |
| Participant deferral / active EE | $6,110 | $2,927+108.8% | $4,003+52.6% | $4,299+42.1% |
| Admin fee / account holder | $2,488 | $3,690-32.6% | $4,006-37.9% | $6,940-64.2% |