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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 | $209,455 | $61,166+242.4% | $185,849+12.7% | $79,391+163.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 39.08% | 19.45%+19.6pp | 122.10%-83.0pp | 116.88%-77.8pp |
| Employer contribution / active EE | $7,778 | $2,321+235.1% | $5,169+50.5% | $2,428+220.4% |
| Participant deferral / active EE | $4,290 | $2,789+53.8% | $5,569-23.0% | $4,046+6.0% |
| Admin fee / account holder | $4,741 | $710+568.1% | $16,244-70.8% | $627+656.8% |