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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 | $71,949 | $51,638+39.3% | $68,368+5.2% | $82,448-12.7% |
| Participation rate | 98.7% | 63.6%+35.1pp | 73.8%+24.9pp | 68.1%+30.6pp |
| Annual return | 14.05% | 37.53%-23.5pp | 292.57%-278.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $5,993 | $2,047+192.8% | $2,649+126.2% | $2,551+134.9% |
| Participant deferral / active EE | $6,637 | $2,914+127.8% | $4,123+61.0% | $4,139+60.4% |
| Admin fee / account holder | $3,321 | $4,643-28.5% | $5,150-35.5% | $7,234-54.1% |