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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 | $90,405 | $44,746+102.0% | $88,179+2.5% | $64,097+41.0% |
| Participation rate | 100.0% | 39.8%+60.2pp | 69.1%+30.9pp | 55.2%+44.8pp |
| Annual return | 27.19% | 24.70%+2.5pp | 64.97%-37.8pp | 34.64%-7.5pp |
| Employer contribution / active EE | $4,128 | $1,078+283.0% | $2,549+61.9% | $1,891+118.2% |
| Participant deferral / active EE | $7,409 | $2,072+257.6% | $4,614+60.6% | $3,080+140.5% |
| Admin fee / account holder | $6,174 | $3,437+79.6% | $7,673-19.5% | $3,454+78.7% |