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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 | $183,199 | $91,439+100.4% | $135,974+34.7% | $71,511+156.2% |
| Participation rate | 82.7% | 75.7%+7.0pp | 81.9%+0.8pp | 67.9%+14.8pp |
| Annual return | 22.85% | 29.90%-7.1pp | 68.30%-45.5pp | 28.86%-6.0pp |
| Employer contribution / active EE | $6,968 | $3,705+88.1% | $4,859+43.4% | $2,589+169.1% |
| Participant deferral / active EE | $14,378 | $7,093+102.7% | $7,760+85.3% | $4,291+235.1% |
| Admin fee / account holder | $7,323 | $1,267+478.1% | $10,767-32.0% | $1,588+361.0% |