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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 | $217,726 | $77,908+179.5% | $149,696+45.4% | $75,173+189.6% |
| Participation rate | 98.7% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.5pp |
| Annual return | 15.06% | 31.73%-16.7pp | 134.46%-119.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $10,096 | $3,138+221.8% | $4,821+109.4% | $2,671+278.0% |
| Participant deferral / active EE | $7,831 | $3,411+129.6% | $5,682+37.8% | $4,126+89.8% |
| Admin fee / account holder | $9,954 | $5,950+67.3% | $13,212-24.7% | $5,651+76.2% |