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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 | $111,822 | $65,034+71.9% | $90,970+22.9% | $79,856+40.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.84% | 30.45%-14.6pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,356 | $1,247+169.0% | $2,122+58.1% | $2,471+35.8% |
| Participant deferral / active EE | $4,767 | $2,512+89.8% | $3,373+41.3% | $3,741+27.4% |
| Admin fee / account holder | $11,817 | $4,536+160.5% | $5,961+98.2% | $5,306+122.7% |