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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 | $226,543 | $84,236+168.9% | $170,435+32.9% | $70,126+223.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.69% | 23.06%-1.4pp | 205.94%-184.2pp | 73.15%-51.5pp |
| Employer contribution / active EE | $7,686 | $3,387+126.9% | $5,432+41.5% | $2,343+228.1% |
| Participant deferral / active EE | $6,452 | $3,086+109.1% | $4,939+30.6% | $3,332+93.6% |
| Admin fee / account holder | $9,207 | $5,698+61.6% | $13,881-33.7% | $4,645+98.2% |