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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 | $81,331+206.6% | $155,534+60.3% | $80,935+208.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.43% | 33.37%-16.9pp | 64.92%-48.5pp | 35.66%-19.2pp |
| Employer contribution / active EE | $15,736 | $3,105+406.8% | $4,675+236.6% | $2,757+470.8% |
| Participant deferral / active EE | $8,769 | $3,454+153.9% | $5,630+55.8% | $4,299+104.0% |
| Admin fee / account holder | $8,688 | $7,999+8.6% | $15,900-45.4% | $6,924+25.5% |