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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 | $158,537 | $69,590+127.8% | $136,867+15.8% | $94,015+68.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 13.28% | 19.62%-6.3pp | 42.97%-29.7pp | 17.84%-4.6pp |
| Employer contribution / active EE | $8,125 | $2,396+239.0% | $3,547+129.1% | $2,790+191.2% |
| Participant deferral / active EE | $15,104 | $3,437+339.5% | $4,924+206.8% | $4,249+255.4% |
| Admin fee / account holder | $13,349 | $8,912+49.8% | $10,340+29.1% | $8,951+49.1% |