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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 | $177,649 | $63,346+180.4% | $92,240+92.6% | $70,126+153.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.65% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $21,945 | $2,471+788.0% | $3,680+496.4% | $2,343+836.8% |
| Participant deferral / active EE | $3,731 | $2,854+30.7% | $3,897-4.3% | $3,332+12.0% |
| Admin fee / account holder | $5,102 | $3,841+32.9% | $5,194-1.8% | $4,645+9.8% |