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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 | $123,604 | $77,908+58.7% | $149,696-17.4% | $75,173+64.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.17% | 31.73%-13.6pp | 134.46%-116.3pp | 160.72%-142.5pp |
| Employer contribution / active EE | $7,349 | $3,138+134.2% | $4,821+52.5% | $2,671+175.2% |
| Participant deferral / active EE | $3,776 | $3,411+10.7% | $5,682-33.5% | $4,126-8.5% |
| Admin fee / account holder | $7,645 | $5,950+28.5% | $13,212-42.1% | $5,651+35.3% |