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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 | $247,199 | $100,060+147.0% | $149,721+65.1% | $70,126+252.5% |
| Participation rate | 86.4% | 83.6%+2.8pp | 87.1%-0.7pp | 69.5%+16.8pp |
| Annual return | 18.16% | 27.46%-9.3pp | 1501.67%-1483.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $4,744 | $3,661+29.6% | $5,444-12.9% | $2,343+102.5% |
| Participant deferral / active EE | $15,215 | $4,982+205.4% | $6,568+131.7% | $3,332+356.7% |
| Admin fee / account holder | $8,371 | $8,285+1.0% | $11,282-25.8% | $4,645+80.2% |