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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 | $101,591+126.0% | $147,096+56.1% | $74,429+208.5% |
| Participation rate | 94.4% | 75.5%+18.9pp | 82.2%+12.2pp | 67.2%+27.2pp |
| Annual return | 17.13% | 8746.45%-8729.3pp | 419.75%-402.6pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $7,429 | $3,813+94.9% | $4,936+50.5% | $2,625+183.0% |
| Participant deferral / active EE | $15,713 | $7,302+115.2% | $8,071+94.7% | $4,348+261.4% |
| Admin fee / account holder | $5,420 | $1,750+209.7% | $13,005-58.3% | $1,944+178.8% |