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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 | $201,572 | $89,370+125.5% | $141,197+42.8% | $72,976+176.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.99% | 111.88%-91.9pp | 71.41%-51.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $7,920 | $3,115+154.3% | $4,736+67.2% | $2,440+224.6% |
| Participant deferral / active EE | $8,522 | $5,419+57.3% | $6,710+27.0% | $3,608+136.2% |
| Admin fee / account holder | $9,579 | $5,957+60.8% | $10,265-6.7% | $5,124+86.9% |