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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 | $132,263 | $89,367+48.0% | $141,191-6.3% | $72,975+81.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.00% | 111.87%-86.9pp | 71.41%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $3,014 | $3,115-3.2% | $4,736-36.4% | $2,440+23.5% |
| Participant deferral / active EE | $7,927 | $5,419+46.3% | $6,710+18.1% | $3,608+119.7% |
| Admin fee / account holder | $7,815 | $5,957+31.2% | $10,264-23.9% | $5,124+52.5% |