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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 | $246,510 | $138,393+78.1% | $184,256+33.8% | $80,959+204.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.1pp | 67.7%+25.3pp |
| Annual return | 30.29% | 20.01%+10.3pp | 28.85%+1.4pp | 35.67%-5.4pp |
| Employer contribution / active EE | $28,650 | $4,847+491.0% | $6,427+345.8% | $2,757+939.1% |
| Participant deferral / active EE | $16,308 | $7,076+130.5% | $9,133+78.6% | $4,300+279.2% |
| Admin fee / account holder | $2,912 | $10,489-72.2% | $13,899-79.0% | $6,925-58.0% |