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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 | $242,390 | $69,383+249.3% | $101,264+139.4% | $73,493+229.8% |
| Participation rate | 93.0% | 68.4%+24.6pp | 75.8%+17.2pp | 70.7%+22.3pp |
| Annual return | 17.49% | 18.46%-1.0pp | 46.48%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $3,480 | $2,628+32.4% | $3,660-4.9% | $2,270+53.3% |
| Participant deferral / active EE | $6,087 | $3,301+84.4% | $4,370+39.3% | $3,740+62.8% |
| Admin fee / account holder | $15,762 | $704+2139.5% | $5,947+165.1% | $513+2972.0% |