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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 | $144,871 | $61,125+137.0% | $94,057+54.0% | $87,485+65.6% |
| Participation rate | 97.4% | 64.1%+33.3pp | 73.3%+24.1pp | 68.9%+28.5pp |
| Annual return | 20.00% | 35.20%-15.2pp | 480.62%-460.6pp | 26.06%-6.1pp |
| Employer contribution / active EE | $9,873 | $2,136+362.1% | $2,933+236.6% | $2,596+280.3% |
| Participant deferral / active EE | $9,632 | $3,260+195.4% | $4,709+104.5% | $4,274+125.4% |
| Admin fee / account holder | $2,893 | $5,629-48.6% | $7,244-60.1% | $7,775-62.8% |