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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 | $136,793 | $111,335+22.9% | $214,702-36.3% | $65,306+109.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 87.5%+12.5pp | 57.7%+42.3pp |
| Annual return | 177.31% | 22.64%+154.7pp | 54.55%+122.8pp | 21.94%+155.4pp |
| Employer contribution / active EE | $4,963 | $3,806+30.4% | $6,461-23.2% | $1,967+152.3% |
| Participant deferral / active EE | $13,235 | $5,927+123.3% | $9,147+44.7% | $2,959+347.2% |
| Admin fee / account holder | $11,216 | $5,028+123.1% | $19,830-43.4% | $3,480+222.3% |