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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 | $211,485 | $77,358+173.4% | $102,184+107.0% | $87,485+141.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 29.65% | 41.11%-11.5pp | 31.58%-1.9pp | 26.06%+3.6pp |
| Employer contribution / active EE | $6,954 | $2,562+171.4% | $3,594+93.5% | $2,596+167.9% |
| Participant deferral / active EE | $8,991 | $6,753+33.1% | $8,309+8.2% | $4,274+110.4% |
| Admin fee / account holder | $1,044 | $6,809-84.7% | $11,609-91.0% | $7,775-86.6% |