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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 | $211,857 | $55,423+282.3% | $155,602+36.2% | $74,400+184.8% |
| Participation rate | 76.3% | 61.9%+14.4pp | 78.2%-1.9pp | 67.2%+9.1pp |
| Annual return | 16.18% | 269.07%-252.9pp | 64.81%-48.6pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $3,250 | $2,266+43.4% | $4,675-30.5% | $2,624+23.8% |
| Participant deferral / active EE | $10,378 | $2,835+266.1% | $5,629+84.4% | $4,348+138.7% |
| Admin fee / account holder | $3,220 | $1,744+84.6% | $15,923-79.8% | $1,944+65.7% |