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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 | $27,396 | $106,864-74.4% | $147,318-81.4% | $82,637-66.8% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 43.06% | 27.49%+15.6pp | 70.43%-27.4pp | 53.51%-10.4pp |
| Employer contribution / active EE | $5,642 | $3,417+65.1% | $4,593+22.8% | $2,552+121.1% |
| Participant deferral / active EE | $9,961 | $6,496+53.4% | $7,906+26.0% | $4,126+141.4% |
| Admin fee / account holder | $3,909 | $8,415-53.5% | $13,708-71.5% | $7,339-46.7% |