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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 | $73,108 | $45,900+59.3% | $94,057-22.3% | $64,340+13.6% |
| Participation rate | 100.0% | 50.6%+49.4pp | 73.3%+26.7pp | 55.2%+44.8pp |
| Annual return | 15.61% | 50.47%-34.9pp | 480.62%-465.0pp | 24.14%-8.5pp |
| Employer contribution / active EE | $3,276 | $1,612+103.2% | $2,933+11.7% | $1,862+76.0% |
| Participant deferral / active EE | $5,430 | $2,102+158.3% | $4,709+15.3% | $2,980+82.2% |
| Admin fee / account holder | $12,049 | $3,143+283.3% | $7,244+66.3% | $3,703+225.4% |