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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 | $169,870 | $77,920+118.0% | $149,723+13.5% | $75,177+126.0% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+29.9pp |
| Annual return | 16.54% | 31.72%-15.2pp | 134.50%-118.0pp | 160.75%-144.2pp |
| Employer contribution / active EE | $9,427 | $3,138+200.4% | $4,821+95.5% | $2,671+252.9% |
| Participant deferral / active EE | $8,065 | $3,411+136.4% | $5,682+41.9% | $4,126+95.5% |
| Admin fee / account holder | $28,219 | $5,951+374.2% | $13,215+113.5% | $5,651+399.3% |