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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 | $191,384 | $91,179+109.9% | $178,499+7.2% | $79,852+139.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.10% | 24.19%-14.1pp | 151.10%-141.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $9,382 | $3,256+188.2% | $5,011+87.2% | $2,471+279.7% |
| Participant deferral / active EE | $5,758 | $3,236+77.9% | $5,202+10.7% | $3,740+53.9% |
| Admin fee / account holder | $6,989 | $6,749+3.6% | $13,986-50.0% | $5,306+31.7% |