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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 | $57,647 | $68,394-15.7% | $94,672-39.1% | $75,177-23.3% |
| Participation rate | 96.6% | 76.1%+20.5pp | 80.8%+15.8pp | 67.2%+29.4pp |
| Annual return | 17.15% | 616.92%-599.8pp | 156.89%-139.7pp | 160.75%-143.6pp |
| Employer contribution / active EE | $5,118 | $2,701+89.5% | $3,673+39.3% | $2,671+91.6% |
| Participant deferral / active EE | $11,083 | $6,536+69.6% | $7,417+49.4% | $4,126+168.6% |
| Admin fee / account holder | $14,942 | $5,326+180.6% | $7,222+106.9% | $5,651+164.4% |