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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 | $248,809 | $77,638+220.5% | $156,551+58.9% | $62,881+295.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.49% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $6,766 | $3,444+96.5% | $5,501+23.0% | $2,281+196.6% |
| Participant deferral / active EE | $5,981 | $3,046+96.4% | $4,871+22.8% | $3,203+86.7% |
| Admin fee / account holder | $39,514 | $5,561+610.5% | $13,028+203.3% | $4,296+819.8% |