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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 | $102,916 | $51,631+99.3% | $129,397-20.5% | $80,925+27.2% |
| Participation rate | 91.0% | 56.9%+34.1pp | 69.6%+21.4pp | 67.7%+23.4pp |
| Annual return | 13.26% | 20.77%-7.5pp | 9453.98%-9440.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $7,184 | $1,583+353.8% | $4,154+72.9% | $2,756+160.6% |
| Participant deferral / active EE | $5,326 | $2,670+99.5% | $4,167+27.8% | $4,299+23.9% |
| Admin fee / account holder | $10,559 | $4,309+145.1% | $7,679+37.5% | $6,940+52.1% |