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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 | $122,836 | $76,383+60.8% | $121,663+1.0% | $64,340+90.9% |
| Participation rate | 76.5% | 60.4%+16.1pp | 74.5%+2.0pp | 55.2%+21.3pp |
| Annual return | 13.63% | 16.98%-3.3pp | 147.54%-133.9pp | 24.14%-10.5pp |
| Employer contribution / active EE | $1,083 | $1,943-44.3% | $3,020-64.2% | $1,862-41.9% |
| Participant deferral / active EE | $3,467 | $3,149+10.1% | $4,887-29.1% | $2,980+16.3% |
| Admin fee / account holder | $4,943 | $4,142+19.3% | $14,289-65.4% | $3,703+33.5% |