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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 | $189,618 | $82,678+129.3% | $125,391+51.2% | $68,490+176.9% |
| Participation rate | 97.6% | 75.1%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | 26.72% | -5.97%+32.7pp | 572.41%-545.7pp | -7.85%+34.6pp |
| Employer contribution / active EE | $7,026 | $3,382+107.7% | $4,816+45.9% | $2,597+170.6% |
| Participant deferral / active EE | $16,690 | $6,111+173.1% | $7,448+124.1% | $4,028+314.4% |
| Admin fee / account holder | $64,720 | $6,277+931.0% | $10,009+546.6% | $5,403+1097.9% |