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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 | $111,110 | $101,591+9.4% | $147,096-24.5% | $74,429+49.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.63% | 8746.45%-8731.8pp | 419.75%-405.1pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $3,437 | $3,813-9.8% | $4,936-30.4% | $2,625+31.0% |
| Participant deferral / active EE | $10,605 | $7,302+45.2% | $8,071+31.4% | $4,348+143.9% |
| Admin fee / account holder | $6,116 | $1,750+249.5% | $13,005-53.0% | $1,944+214.6% |