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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 | $246,364 | $125,797+95.8% | $170,057+44.9% | $75,177+227.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.82% | 27.20%-7.4pp | 53.42%-33.6pp | 160.75%-140.9pp |
| Employer contribution / active EE | $17,130 | $4,616+271.1% | $6,790+152.3% | $2,671+541.3% |
| Participant deferral / active EE | $19,754 | $6,838+188.9% | $10,411+89.7% | $4,126+378.7% |
| Admin fee / account holder | $14,962 | $8,177+83.0% | $12,826+16.7% | $5,651+164.8% |