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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 | $229,594 | $101,653+125.9% | $147,080+56.1% | $74,459+208.3% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.2%+12.2pp | 67.2%+27.2pp |
| Annual return | 17.13% | 8754.98%-8737.8pp | 420.17%-403.0pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $7,429 | $3,813+94.8% | $4,933+50.6% | $2,626+182.9% |
| Participant deferral / active EE | $15,713 | $7,304+115.1% | $8,066+94.8% | $4,350+261.3% |
| Admin fee / account holder | $5,420 | $1,752+209.5% | $12,989-58.3% | $1,945+178.7% |