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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 | $81,927 | $73,532+11.4% | $178,505-54.1% | $74,478+10.0% |
| Participation rate | 94.2% | 66.6%+27.6pp | 77.1%+17.1pp | 67.2%+27.0pp |
| Annual return | 37.91% | 17.49%+20.4pp | 27.16%+10.7pp | 1370.56%-1332.7pp |
| Employer contribution / active EE | $12,280 | $2,221+453.0% | $3,955+210.5% | $2,626+367.6% |
| Participant deferral / active EE | $0 | $4,519-100.0% | $6,280-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5,806 | $1,813+220.3% | $10,428-44.3% | $1,946+198.4% |