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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 | $125,526 | $85,766+46.4% | $136,297-7.9% | $70,131+79.0% |
| Participation rate | 91.8% | 74.2%+17.6pp | 81.9%+9.9pp | 69.5%+22.3pp |
| Annual return | 15.48% | 31.45%-16.0pp | 5156.16%-5140.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $8,270 | $2,966+178.8% | $4,696+76.1% | $2,342+253.1% |
| Participant deferral / active EE | $6,707 | $5,051+32.8% | $6,247+7.4% | $3,332+101.3% |
| Admin fee / account holder | $9,953 | $5,420+83.6% | $9,244+7.7% | $4,645+114.2% |