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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 | $111,706 | $102,422+9.1% | $147,117-24.1% | $80,959+38.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.80% | 135.16%-118.4pp | 420.54%-403.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $3,017 | $3,717-18.9% | $4,932-38.8% | $2,757+9.4% |
| Participant deferral / active EE | $7,990 | $6,652+20.1% | $8,065-0.9% | $4,300+85.8% |
| Admin fee / account holder | $678 | $7,953-91.5% | $12,993-94.8% | $6,925-90.2% |