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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 | $127,400 | $106,749+19.3% | $145,433-12.4% | $82,448+54.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 34.17% | 27.59%+6.6pp | 66.58%-32.4pp | 41.64%-7.5pp |
| Employer contribution / active EE | $8,360 | $3,444+142.7% | $4,554+83.6% | $2,551+227.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,257 | $8,390-25.4% | $13,129-52.3% | $7,234-13.5% |