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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 | $91,788 | $88,370+3.9% | $112,977-18.8% | $79,856+14.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 15.77% | 23.16%-7.4pp | 24.24%-8.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $10,153 | $3,398+198.8% | $4,255+138.6% | $2,471+310.8% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,674 | $5,750-70.9% | $6,294-73.4% | $5,306-68.5% |