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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 | $195,990 | $71,534+174.0% | $98,462+99.1% | $71,529+174.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 24.60% | 32.44%-7.8pp | 21.17%+3.4pp | 28.97%-4.4pp |
| Employer contribution / active EE | $12,727 | $2,399+430.4% | $3,049+317.5% | $2,590+391.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2,178 | $1,677+29.9% | $8,875-75.5% | $1,588+37.1% |