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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 | $229,737 | $84,236+172.7% | $170,439+34.8% | $70,124+227.6% |
| Participation rate | 98.9% | 70.8%+28.0pp | 83.6%+15.3pp | 69.5%+29.3pp |
| Annual return | 15.66% | 23.06%-7.4pp | 205.94%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $10,782 | $3,387+218.3% | $5,433+98.5% | $2,342+360.3% |
| Participant deferral / active EE | $6,099 | $3,086+97.7% | $4,939+23.5% | $3,332+83.1% |
| Admin fee / account holder | $4,195 | $5,698-26.4% | $13,881-69.8% | $4,645-9.7% |