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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 | $157,639 | $80,763+95.2% | $102,412+53.9% | $74,459+111.7% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+26.0pp |
| Annual return | 13.03% | 27.57%-14.5pp | 24.94%-11.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $2,601 | $3,160-17.7% | $3,870-32.8% | $2,626-1.0% |
| Participant deferral / active EE | $10,928 | $3,862+183.0% | $5,060+116.0% | $4,350+151.2% |
| Admin fee / account holder | $19,462 | $2,371+720.7% | $8,388+132.0% | $1,945+900.8% |