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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 | $157,106 | $72,492+116.7% | $87,104+80.4% | $72,975+115.3% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.7pp | 69.5%+19.1pp |
| Annual return | 29.76% | 24.46%+5.3pp | 28.19%+1.6pp | 81.01%-51.3pp |
| Employer contribution / active EE | $7,615 | $1,894+302.1% | $2,521+202.0% | $2,440+212.1% |
| Participant deferral / active EE | $17,669 | $3,270+440.4% | $4,048+336.4% | $3,608+389.8% |
| Admin fee / account holder | $10,118 | $5,055+100.2% | $7,491+35.1% | $5,124+97.5% |