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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 | $141,644 | $81,276+74.3% | $155,574-9.0% | $80,925+75.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.22% | 33.36%-15.1pp | 64.87%-46.6pp | 35.65%-17.4pp |
| Employer contribution / active EE | $7,939 | $3,103+155.8% | $4,676+69.8% | $2,756+188.0% |
| Participant deferral / active EE | $7,220 | $3,453+109.1% | $5,629+28.3% | $4,299+68.0% |
| Admin fee / account holder | $21,271 | $7,993+166.1% | $15,914+33.7% | $6,940+206.5% |