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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 | $167,454 | $80,992+106.8% | $96,534+73.5% | $75,173+122.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 29.61% | 27.05%+2.6pp | 25.88%+3.7pp | 160.72%-131.1pp |
| Employer contribution / active EE | $7,796 | $2,283+241.6% | $2,965+162.9% | $2,671+191.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,257 | $6,717-36.6% | $8,253-48.4% | $5,651-24.7% |