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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 | $83,640 | $88,360-5.3% | $145,433-42.5% | $67,986+23.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 39.28% | 63.15%-23.9pp | 66.58%-27.3pp | 31.67%+7.6pp |
| Employer contribution / active EE | $5,518 | $3,054+80.7% | $4,554+21.2% | $2,019+173.4% |
| Participant deferral / active EE | $15,313 | $5,932+158.1% | $7,897+93.9% | $3,358+356.0% |
| Admin fee / account holder | $3,694 | $3,313+11.5% | $13,129-71.9% | $3,203+15.3% |