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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 | $87,874 | $93,598-6.1% | $135,974-35.4% | $75,173+16.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.59% | 30.89%-4.3pp | 68.30%-41.7pp | 160.72%-134.1pp |
| Employer contribution / active EE | $7,029 | $3,538+98.7% | $4,859+44.7% | $2,671+163.1% |
| Participant deferral / active EE | $8,117 | $6,405+26.7% | $7,760+4.6% | $4,126+96.7% |
| Admin fee / account holder | $3,057 | $6,978-56.2% | $10,767-71.6% | $5,651-45.9% |