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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 | $127,459 | $96,136+32.6% | $135,987-6.3% | $80,925+57.5% |
| Participation rate | 92.4% | 71.2%+21.2pp | 76.4%+16.0pp | 67.7%+24.7pp |
| Annual return | 21.23% | 28.70%-7.5pp | 580.01%-558.8pp | 35.65%-14.4pp |
| Employer contribution / active EE | $8,989 | $3,350+168.4% | $4,214+113.3% | $2,756+226.1% |
| Participant deferral / active EE | $16,315 | $5,706+185.9% | $7,027+132.2% | $4,299+279.6% |
| Admin fee / account holder | $7,477 | $8,236-9.2% | $6,716+11.3% | $6,940+7.7% |