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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 | $195,608 | $98,776+98.0% | $149,745+30.6% | $79,856+145.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.33% | 27.38%-7.0pp | 276.72%-256.4pp | 31.71%-11.4pp |
| Employer contribution / active EE | $15,971 | $3,217+396.4% | $4,646+243.8% | $2,471+546.3% |
| Participant deferral / active EE | $11,280 | $5,681+98.5% | $6,843+64.8% | $3,741+201.6% |
| Admin fee / account holder | $5,609 | $6,053-7.3% | $9,312-39.8% | $5,306+5.7% |