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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 | $146,040 | $73,988+97.4% | $96,538+51.3% | $75,177+94.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.55% | 26.73%-4.2pp | 35.74%-13.2pp | 160.75%-138.2pp |
| Employer contribution / active EE | $15,327 | $2,930+423.0% | $3,740+309.8% | $2,671+473.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22,278 | $5,220+326.8% | $6,737+230.7% | $5,651+294.2% |