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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 | $156,147 | $93,617+66.8% | $135,982+14.8% | $75,177+107.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 30.00% | 30.89%-0.9pp | 68.32%-38.3pp | 160.75%-130.8pp |
| Employer contribution / active EE | $36,141 | $3,538+921.4% | $4,859+643.8% | $2,671+1253.0% |
| Participant deferral / active EE | $5,329 | $6,406-16.8% | $7,760-31.3% | $4,126+29.1% |
| Admin fee / account holder | $27,657 | $6,980+296.3% | $10,767+156.9% | $5,651+389.4% |