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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 | $64,920+144.2% | $103,693+52.9% | $86,983+82.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 13.28% | 30.29%-17.0pp | 47.61%-34.3pp | 25.83%-12.6pp |
| Employer contribution / active EE | $8,125 | $2,141+279.5% | $2,920+178.2% | $2,584+214.4% |
| Participant deferral / active EE | $15,104 | $3,241+366.0% | $4,579+229.8% | $4,194+260.2% |
| Admin fee / account holder | $13,349 | $6,191+115.6% | $7,858+69.9% | $7,856+69.9% |