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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 | $182,453 | $65,395+179.0% | $182,558-0.1% | $72,976+150.0% |
| Participation rate | 87.0% | 65.4%+21.6pp | 78.0%+9.0pp | 69.5%+17.5pp |
| Annual return | 22.80% | 27.68%-4.9pp | 148.59%-125.8pp | 81.02%-58.2pp |
| Employer contribution / active EE | $11,272 | $1,911+489.8% | $4,076+176.5% | $2,440+361.9% |
| Participant deferral / active EE | $12,563 | $3,563+252.6% | $5,526+127.3% | $3,608+248.2% |
| Admin fee / account holder | $660 | $4,245-84.5% | $8,594-92.3% | $5,124-87.1% |