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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 | $105,001 | $54,757+91.8% | $90,304+16.3% | $72,975+43.9% |
| Participation rate | 95.2% | 65.2%+30.0pp | 73.3%+21.9pp | 69.5%+25.7pp |
| Annual return | 25.23% | 30.63%-5.4pp | 78.13%-52.9pp | 81.01%-55.8pp |
| Employer contribution / active EE | $9,352 | $2,093+346.8% | $2,855+227.6% | $2,440+283.2% |
| Participant deferral / active EE | $8,050 | $2,887+178.8% | $3,885+107.2% | $3,608+123.1% |
| Admin fee / account holder | $4,584 | $3,973+15.4% | $5,354-14.4% | $5,124-10.5% |