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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 | $244,444 | $51,620+373.5% | $90,324+170.6% | $65,186+275.0% |
| Participation rate | 97.7% | 68.6%+29.1pp | 73.3%+24.4pp | 70.2%+27.5pp |
| Annual return | 17.10% | 24.94%-7.8pp | 78.15%-61.0pp | 29.39%-12.3pp |
| Employer contribution / active EE | $19,343 | $2,235+765.6% | $2,856+577.3% | $2,177+788.6% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $14,488 | $384+3670.2% | $5,356+170.5% | $847+1610.1% |