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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 | $198,370 | $81,331+143.9% | $155,534+27.5% | $80,935+145.1% |
| Participation rate | 98.7% | 66.3%+32.4pp | 78.2%+20.4pp | 67.7%+31.0pp |
| Annual return | 21.56% | 33.37%-11.8pp | 64.92%-43.4pp | 35.66%-14.1pp |
| Employer contribution / active EE | $7,608 | $3,105+145.0% | $4,675+62.7% | $2,757+176.0% |
| Participant deferral / active EE | $6,598 | $3,454+91.0% | $5,630+17.2% | $4,299+53.5% |
| Admin fee / account holder | $73,476 | $7,999+818.6% | $15,900+362.1% | $6,924+961.1% |