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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 | $180,882 | $91,198+98.3% | $178,503+1.3% | $79,856+126.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.71% | 24.20%-6.5pp | 151.12%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $11,714 | $3,257+259.7% | $5,011+133.8% | $2,471+374.0% |
| Participant deferral / active EE | $8,347 | $3,237+157.9% | $5,202+60.4% | $3,741+123.1% |
| Admin fee / account holder | $10,604 | $6,748+57.1% | $13,987-24.2% | $5,306+99.8% |