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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 | $172,296 | $63,346+172.0% | $92,240+86.8% | $70,126+145.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.48% | 530.19%-510.7pp | 176.29%-156.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $9,202 | $2,471+272.3% | $3,680+150.1% | $2,343+292.8% |
| Participant deferral / active EE | $8,751 | $2,854+206.6% | $3,897+124.5% | $3,332+162.6% |
| Admin fee / account holder | $11,252 | $3,841+193.0% | $5,194+116.6% | $4,645+142.2% |