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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 | $140,247 | $89,364+56.9% | $141,177-0.7% | $72,983+92.2% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | 20.69% | 111.86%-91.2pp | 71.40%-50.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $8,252 | $3,115+164.9% | $4,736+74.3% | $2,440+238.2% |
| Participant deferral / active EE | $7,257 | $5,419+33.9% | $6,710+8.2% | $3,608+101.2% |
| Admin fee / account holder | $30,738 | $5,959+415.8% | $10,263+199.5% | $5,124+499.9% |