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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 | $138,366+78.2% | $184,185+33.8% | $80,911+204.7% |
| Participation rate | 92.9% | 83.9%+9.1pp | 86.8%+6.1pp | 67.6%+25.3pp |
| Annual return | 30.29% | 20.02%+10.3pp | 28.81%+1.5pp | 35.63%-5.3pp |
| Employer contribution / active EE | $28,650 | $4,849+490.9% | $6,426+345.9% | $2,756+939.6% |
| Participant deferral / active EE | $16,308 | $7,074+130.5% | $9,132+78.6% | $4,297+279.5% |
| Admin fee / account holder | $2,912 | $10,484-72.2% | $13,909-79.1% | $6,935-58.0% |