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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 | $199,603 | $58,895+238.9% | $178,503+11.8% | $73,497+171.6% |
| Participation rate | 80.7% | 66.2%+14.5pp | 81.9%-1.2pp | 70.7%+10.1pp |
| Annual return | 27.33% | 24.86%+2.5pp | 151.12%-123.8pp | 28.51%-1.2pp |
| Employer contribution / active EE | $11,382 | $2,236+409.1% | $5,011+127.1% | $2,270+401.4% |
| Participant deferral / active EE | $15,449 | $2,567+501.9% | $5,202+197.0% | $3,740+313.1% |
| Admin fee / account holder | $6,801 | $400+1598.6% | $13,987-51.4% | $513+1225.5% |