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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 | $205,350 | $85,766+139.4% | $136,298+50.7% | $70,126+192.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.61% | 31.46%-16.8pp | 5156.27%-5141.7pp | 73.15%-58.5pp |
| Employer contribution / active EE | $9,160 | $2,966+208.8% | $4,696+95.1% | $2,343+291.0% |
| Participant deferral / active EE | $6,578 | $5,051+30.2% | $6,247+5.3% | $3,332+97.4% |
| Admin fee / account holder | $3,732 | $5,421-31.1% | $9,244-59.6% | $4,645-19.7% |