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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 | $192,053 | $84,236+128.0% | $170,435+12.7% | $70,126+173.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.28% | 23.06%-0.8pp | 205.94%-183.7pp | 73.15%-50.9pp |
| Employer contribution / active EE | $9,399 | $3,387+177.5% | $5,432+73.0% | $2,343+301.2% |
| Participant deferral / active EE | $7,590 | $3,086+146.0% | $4,939+53.7% | $3,332+127.8% |
| Admin fee / account holder | $13,019 | $5,698+128.5% | $13,881-6.2% | $4,645+180.3% |