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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 | $161,010 | $85,766+87.7% | $136,297+18.1% | $70,124+129.6% |
| Participation rate | 94.4% | 74.2%+20.3pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 15.15% | 31.45%-16.3pp | 5156.19%-5141.0pp | 73.14%-58.0pp |
| Employer contribution / active EE | $7,020 | $2,966+136.7% | $4,696+49.5% | $2,342+199.7% |
| Participant deferral / active EE | $5,498 | $5,051+8.9% | $6,247-12.0% | $3,332+65.0% |
| Admin fee / account holder | $14,982 | $5,420+176.4% | $9,244+62.1% | $4,645+222.5% |