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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 | $174,874 | $98,766+77.1% | $149,730+16.8% | $79,852+119.0% |
| Participation rate | 85.1% | 75.8%+9.3pp | 82.5%+2.6pp | 69.6%+15.5pp |
| Annual return | 19.64% | 27.43%-7.8pp | 276.70%-257.1pp | 31.72%-12.1pp |
| Employer contribution / active EE | $6,541 | $3,217+103.3% | $4,645+40.8% | $2,471+164.7% |
| Participant deferral / active EE | $6,719 | $5,681+18.3% | $6,843-1.8% | $3,740+79.6% |
| Admin fee / account holder | $1,320 | $6,052-78.2% | $9,310-85.8% | $5,306-75.1% |