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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 | $211,215 | $77,908+171.1% | $149,696+41.1% | $75,173+181.0% |
| Participation rate | 95.6% | 65.6%+30.0pp | 78.8%+16.8pp | 67.2%+28.4pp |
| Annual return | 13.45% | 31.73%-18.3pp | 134.46%-121.0pp | 160.72%-147.3pp |
| Employer contribution / active EE | $8,220 | $3,138+162.0% | $4,821+70.5% | $2,671+207.8% |
| Participant deferral / active EE | $6,249 | $3,411+83.2% | $5,682+10.0% | $4,126+51.5% |
| Admin fee / account holder | $27,805 | $5,950+367.3% | $13,212+110.5% | $5,651+392.1% |