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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 | $248,832 | $102,382+143.0% | $147,005+69.3% | $80,874+207.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.91% | 134.89%-118.0pp | 418.76%-401.9pp | 35.62%-18.7pp |
| Employer contribution / active EE | $12,269 | $3,715+230.3% | $4,934+148.7% | $2,756+345.2% |
| Participant deferral / active EE | $11,142 | $6,646+67.6% | $8,070+38.1% | $4,297+159.3% |
| Admin fee / account holder | $5,667 | $7,942-28.6% | $13,006-56.4% | $6,935-18.3% |