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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 | $101,103 | $54,368+86.0% | $117,039-13.6% | $62,293+62.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.11% | 21.77%-6.7pp | 18.95%-3.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $8,738 | $1,692+416.5% | $3,785+130.9% | $2,042+327.9% |
| Participant deferral / active EE | $4,533 | $2,269+99.8% | $3,929+15.4% | $3,169+43.0% |
| Admin fee / account holder | $1,675 | $493+239.4% | $5,974-72.0% | $479+249.3% |