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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 | $93,345+163.4% | $119,126+106.4% | $87,485+181.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 15.09% | 19.08%-4.0pp | 282.11%-267.0pp | 26.06%-11.0pp |
| Employer contribution / active EE | $5,023 | $3,172+58.4% | $4,034+24.5% | $2,596+93.5% |
| Participant deferral / active EE | $13,012 | $4,099+217.5% | $5,318+144.7% | $4,274+204.5% |
| Admin fee / account holder | $10,577 | $8,039+31.6% | $10,693-1.1% | $7,775+36.0% |