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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 | $192,210 | $50,385+281.5% | $75,501+154.6% | $62,293+208.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 36.92% | 19.90%+17.0pp | 27.35%+9.6pp | 28.90%+8.0pp |
| Employer contribution / active EE | $16,887 | $1,537+998.5% | $2,352+618.0% | $2,042+726.9% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $6,314 | $384+1543.5% | $5,801+8.8% | $479+1217.2% |