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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 | $132,713 | $98,776+34.4% | $149,745-11.4% | $79,856+66.2% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.5%+2.2pp | 69.6%+15.1pp |
| Annual return | 18.86% | 27.38%-8.5pp | 276.72%-257.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,930 | $5,681+39.6% | $6,843+15.9% | $3,741+112.0% |
| Admin fee / account holder | $1,725 | $6,053-71.5% | $9,312-81.5% | $5,306-67.5% |