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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 | $152,670 | $52,580+190.4% | $71,671+113.0% | $70,126+117.7% |
| Participation rate | 98.2% | 60.9%+37.3pp | 68.7%+29.4pp | 69.5%+28.6pp |
| Annual return | 23.50% | 20.25%+3.2pp | 20.65%+2.9pp | 73.15%-49.6pp |
| Employer contribution / active EE | $6,210 | $1,616+284.3% | $2,460+152.5% | $2,343+165.1% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,722 | $3,653-52.9% | $5,558-69.0% | $4,645-62.9% |