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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 | $50,560 | $52,450-3.6% | $129,384-60.9% | $74,459-32.1% |
| Participation rate | 88.3% | 53.8%+34.5pp | 69.6%+18.7pp | 67.2%+21.1pp |
| Annual return | 20.86% | 15.65%+5.2pp | 9461.77%-9440.9pp | 1369.70%-1348.8pp |
| Employer contribution / active EE | $4,820 | $1,532+214.6% | $4,153+16.1% | $2,626+83.6% |
| Participant deferral / active EE | $10,512 | $2,797+275.8% | $4,166+152.3% | $4,350+141.7% |
| Admin fee / account holder | $3,829 | $2,636+45.2% | $7,686-50.2% | $1,945+96.9% |