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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 | $96,058 | $65,364+47.0% | $92,909+3.4% | $72,975+31.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.61% | 42.11%-23.5pp | 109.44%-90.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $10,578 | $2,594+307.7% | $3,653+189.5% | $2,440+333.5% |
| Participant deferral / active EE | $9,343 | $3,128+198.7% | $4,238+120.5% | $3,608+159.0% |
| Admin fee / account holder | $12,804 | $4,251+201.2% | $5,795+121.0% | $5,124+149.9% |