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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 | $249,334 | $81,233+206.9% | $155,567+60.3% | $80,874+208.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.43% | 33.33%-16.9pp | 64.74%-48.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $15,736 | $3,101+407.5% | $4,674+236.7% | $2,756+471.0% |
| Participant deferral / active EE | $8,769 | $3,452+154.0% | $5,628+55.8% | $4,297+104.1% |
| Admin fee / account holder | $8,688 | $7,998+8.6% | $15,916-45.4% | $6,935+25.3% |