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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 | $103,307 | $81,208+27.2% | $98,916+4.4% | $79,858+29.4% |
| Participation rate | 98.8% | 72.5%+26.3pp | 76.0%+22.8pp | 69.6%+29.2pp |
| Annual return | 65.92% | 60.99%+4.9pp | 196.45%-130.5pp | 31.72%+34.2pp |
| Employer contribution / active EE | $6,306 | $1,960+221.8% | $2,689+134.5% | $2,471+155.2% |
| Participant deferral / active EE | $11,014 | $3,265+237.3% | $4,245+159.5% | $3,740+194.5% |
| Admin fee / account holder | $3,190 | $6,013-46.9% | $6,642-52.0% | $5,306-39.9% |