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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 | $100,033 | $79,209+26.3% | $102,434-2.3% | $74,459+34.3% |
| Participation rate | 76.6% | 74.8%+1.8pp | 76.5%+0.1pp | 67.2%+9.4pp |
| Annual return | 11.29% | 54.98%-43.7pp | 29.46%-18.2pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $3,366 | $2,362+42.5% | $3,023+11.3% | $2,626+28.2% |
| Participant deferral / active EE | $6,100 | $4,417+38.1% | $5,055+20.7% | $4,350+40.2% |
| Admin fee / account holder | $8,807 | $2,002+340.0% | $9,462-6.9% | $1,945+352.9% |