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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 | $189,246 | $102,422+84.8% | $147,117+28.6% | $80,959+133.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.04% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $5,507 | $3,717+48.1% | $4,932+11.7% | $2,757+99.7% |
| Participant deferral / active EE | $12,544 | $6,652+88.6% | $8,065+55.5% | $4,300+191.7% |
| Admin fee / account holder | $6,960 | $7,953-12.5% | $12,993-46.4% | $6,925+0.5% |