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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 | $140,790 | $85,171+65.3% | $172,752-18.5% | $72,975+92.9% |
| Participation rate | 97.3% | 70.1%+27.3pp | 82.6%+14.7pp | 69.5%+27.8pp |
| Annual return | 22.41% | 27.32%-4.9pp | 802.97%-780.6pp | 81.01%-58.6pp |
| Employer contribution / active EE | $4,667 | $3,324+40.4% | $5,144-9.3% | $2,440+91.3% |
| Participant deferral / active EE | $8,427 | $3,260+158.5% | $5,198+62.1% | $3,608+133.6% |
| Admin fee / account holder | $1,351 | $5,880-77.0% | $13,955-90.3% | $5,124-73.6% |