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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 | $244,275 | $98,776+147.3% | $149,745+63.1% | $79,856+205.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.48% | 27.38%-9.9pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $6,544 | $3,217+103.4% | $4,646+40.9% | $2,471+164.8% |
| Participant deferral / active EE | $9,928 | $5,681+74.8% | $6,843+45.1% | $3,741+165.4% |
| Admin fee / account holder | $891 | $6,053-85.3% | $9,312-90.4% | $5,306-83.2% |