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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 | $135,365 | $85,766+57.8% | $136,298-0.7% | $70,126+93.0% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 23.79% | 31.46%-7.7pp | 5156.27%-5132.5pp | 73.15%-49.4pp |
| Employer contribution / active EE | $7,902 | $2,966+166.4% | $4,696+68.3% | $2,343+237.3% |
| Participant deferral / active EE | $6,989 | $5,051+38.4% | $6,247+11.9% | $3,332+109.8% |
| Admin fee / account holder | $6,824 | $5,421+25.9% | $9,244-26.2% | $4,645+46.9% |