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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 | $48,277+49.8% | $67,511+7.1% | $80,874-10.6% |
| Participation rate | 91.1% | 66.4%+24.7pp | 72.9%+18.2pp | 67.6%+23.5pp |
| Annual return | 18.12% | 18.27%-0.1pp | 3517.41%-3499.3pp | 35.62%-17.5pp |
| Employer contribution / active EE | $6,450 | $2,021+219.1% | $2,733+136.0% | $2,756+134.1% |
| Participant deferral / active EE | $6,110 | $2,926+108.8% | $4,000+52.7% | $4,297+42.2% |
| Admin fee / account holder | $2,488 | $3,687-32.5% | $3,999-37.8% | $6,935-64.1% |