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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 | $116,017 | $48,053+141.4% | $84,637+37.1% | $72,976+59.0% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 28.04% | 37.39%-9.4pp | 258.82%-230.8pp | 81.02%-53.0pp |
| Employer contribution / active EE | $15,938 | $1,602+894.9% | $2,653+500.7% | $2,440+553.2% |
| Participant deferral / active EE | $12,334 | $2,681+360.1% | $3,900+216.2% | $3,608+241.9% |
| Admin fee / account holder | $2,060 | $3,395-39.3% | $4,914-58.1% | $5,124-59.8% |