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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 | $206,752 | $65,367+216.3% | $92,915+122.5% | $72,976+183.3% |
| Participation rate | 95.0% | 68.3%+26.7pp | 76.0%+19.0pp | 69.5%+25.5pp |
| Annual return | 25.36% | 42.11%-16.7pp | 109.45%-84.1pp | 81.02%-55.7pp |
| Employer contribution / active EE | $6,891 | $2,594+165.7% | $3,653+88.6% | $2,440+182.4% |
| Participant deferral / active EE | $8,290 | $3,128+165.0% | $4,238+95.6% | $3,608+129.8% |
| Admin fee / account holder | $11,198 | $4,251+163.4% | $5,796+93.2% | $5,124+118.5% |