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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 | $100,534 | $47,479+111.7% | $62,929+59.8% | $82,448+21.9% |
| Participation rate | 90.7% | 66.9%+23.9pp | 73.1%+17.6pp | 68.1%+22.7pp |
| Annual return | 12.00% | 20.34%-8.3pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $10,352 | $1,885+449.1% | $2,505+313.3% | $2,551+305.8% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,294 | $3,804+118.0% | $5,065+63.8% | $7,234+14.6% |