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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 | $178,262 | $77,677+129.5% | $109,188+63.3% | $79,389+124.5% |
| Participation rate | 98.3% | 67.8%+30.5pp | 75.9%+22.4pp | 70.7%+27.6pp |
| Annual return | 187.50% | 23.44%+164.1pp | 25.76%+161.7pp | 116.89%+70.6pp |
| Employer contribution / active EE | $1,768 | $2,798-36.8% | $3,723-52.5% | $2,428-27.2% |
| Participant deferral / active EE | $6,776 | $3,517+92.7% | $4,654+45.6% | $4,046+67.5% |
| Admin fee / account holder | $29,778 | $732+3965.3% | $6,755+340.8% | $626+4653.8% |