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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 | $103,866 | $43,344+139.6% | $59,899+73.4% | $64,173+61.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.33% | -1.55%+11.9pp | 3.46%+6.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $5,606 | $2,030+176.2% | $2,723+105.9% | $2,381+135.5% |
| Participant deferral / active EE | $7,128 | $2,547+179.8% | $3,402+109.5% | $3,470+105.4% |
| Admin fee / account holder | $6,747 | $3,008+124.3% | $3,592+87.8% | $4,887+38.0% |