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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 | $167,200 | $89,370+87.1% | $141,197+18.4% | $72,976+129.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.17% | 111.88%-88.7pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $13,684 | $3,115+339.3% | $4,736+188.9% | $2,440+460.8% |
| Participant deferral / active EE | $11,694 | $5,419+115.8% | $6,710+74.3% | $3,608+224.1% |
| Admin fee / account holder | $11,583 | $5,957+94.4% | $10,265+12.8% | $5,124+126.0% |