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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 | $212,566 | $89,370+137.8% | $141,197+50.5% | $72,976+191.3% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 21.81% | 111.88%-90.1pp | 71.41%-49.6pp | 81.02%-59.2pp |
| Employer contribution / active EE | $9,124 | $3,115+192.9% | $4,736+92.6% | $2,440+273.9% |
| Participant deferral / active EE | $10,272 | $5,419+89.6% | $6,710+53.1% | $3,608+184.7% |
| Admin fee / account holder | $9,868 | $5,957+65.7% | $10,265-3.9% | $5,124+92.6% |