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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 | $245,834 | $88,672+177.2% | $105,223+133.6% | $82,448+198.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.09% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $5,023 | $3,048+64.8% | $3,689+36.2% | $2,551+96.9% |
| Participant deferral / active EE | $13,012 | $4,036+222.4% | $5,072+156.6% | $4,139+214.4% |
| Admin fee / account holder | $10,577 | $7,146+48.0% | $8,859+19.4% | $7,234+46.2% |