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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 | $135,760 | $75,962+78.7% | $154,108-11.9% | $64,173+111.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.54% | 30.32%-21.8pp | 735.21%-726.7pp | 7.63%+0.9pp |
| Employer contribution / active EE | $7,144 | $3,350+113.3% | $5,298+34.9% | $2,381+200.1% |
| Participant deferral / active EE | $4,557 | $3,175+43.5% | $5,081-10.3% | $3,470+31.3% |
| Admin fee / account holder | $1,257 | $5,589-77.5% | $13,411-90.6% | $4,887-74.3% |