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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 | $158,537 | $61,125+159.4% | $94,057+68.6% | $87,485+81.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.28% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $8,125 | $2,136+280.3% | $2,933+177.0% | $2,596+213.0% |
| Participant deferral / active EE | $15,104 | $3,260+363.3% | $4,709+220.7% | $4,274+253.4% |
| Admin fee / account holder | $13,349 | $5,629+137.2% | $7,244+84.3% | $7,775+71.7% |