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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 | $125,083 | $84,236+48.5% | $170,435-26.6% | $70,126+78.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.46% | 23.06%-8.6pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $6,171 | $3,387+82.2% | $5,432+13.6% | $2,343+163.4% |
| Participant deferral / active EE | $5,884 | $3,086+90.7% | $4,939+19.1% | $3,332+76.6% |
| Admin fee / account holder | $6,524 | $5,698+14.5% | $13,881-53.0% | $4,645+40.4% |