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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 | $106,875 | $74,661+43.1% | $160,784-33.5% | $67,986+57.2% |
| Participation rate | 100.0% | 57.1%+42.9pp | 77.0%+23.0pp | 57.2%+42.8pp |
| Annual return | 51.84% | 28.83%+23.0pp | 1803.92%-1752.1pp | 31.67%+20.2pp |
| Employer contribution / active EE | $8,322 | $1,829+355.0% | $3,733+122.9% | $2,019+312.2% |
| Participant deferral / active EE | $8,538 | $3,681+132.0% | $6,293+35.7% | $3,358+154.3% |
| Admin fee / account holder | $5,461 | $3,959+37.9% | $9,717-43.8% | $3,203+70.5% |