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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 | $114,719 | $70,435+62.9% | $96,575+18.8% | $85,856+33.6% |
| Participation rate | 92.0% | 61.8%+30.1pp | 69.8%+22.1pp | 69.3%+22.6pp |
| Annual return | 48.08% | 18.59%+29.5pp | 37.79%+10.3pp | 318.58%-270.5pp |
| Employer contribution / active EE | $4,026 | $1,413+184.9% | $2,357+70.8% | $2,565+56.9% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,262 | $4,997-54.7% | $6,182-63.4% | $6,261-63.9% |