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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 | $133,517 | $65,322+104.4% | $70,494+89.4% | $73,497+81.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 15.43% | 15.71%-0.3pp | 109.16%-93.7pp | 28.51%-13.1pp |
| Employer contribution / active EE | $2,766 | $2,460+12.5% | $2,738+1.0% | $2,270+21.8% |
| Participant deferral / active EE | $3,818 | $3,375+13.1% | $3,711+2.9% | $3,740+2.1% |
| Admin fee / account holder | $1,091 | $214+409.9% | $3,848-71.6% | $513+112.7% |