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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 | $107,139 | $49,255+117.5% | $70,494+52.0% | $79,856+34.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.69% | 30.10%-16.4pp | 109.16%-95.5pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,619 | $2,100+72.3% | $2,738+32.2% | $2,471+46.5% |
| Participant deferral / active EE | $2,799 | $2,768+1.1% | $3,711-24.6% | $3,741-25.2% |
| Admin fee / account holder | $1,854 | $2,879-35.6% | $3,848-51.8% | $5,306-65.1% |