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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 | $100,495 | $53,128+89.2% | $86,582+16.1% | $70,126+43.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.32% | 27.66%-13.3pp | 965.08%-950.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $11,821 | $2,068+471.6% | $2,839+316.3% | $2,343+404.7% |
| Participant deferral / active EE | $10,340 | $2,695+283.7% | $3,609+186.5% | $3,332+210.3% |
| Admin fee / account holder | $1,371 | $3,584-61.7% | $4,904-72.0% | $4,645-70.5% |