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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 | $213,759 | $61,338+248.5% | $149,717+42.8% | $71,495+199.0% |
| Participation rate | 88.5% | 62.5%+26.0pp | 78.8%+9.7pp | 67.9%+20.6pp |
| Annual return | 16.66% | 35.86%-19.2pp | 134.41%-117.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $22,088 | $2,381+827.6% | $4,820+358.3% | $2,589+753.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $834 | $1,263-34.0% | $13,213-93.7% | $1,588-47.5% |