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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 | $191,534 | $85,766+123.3% | $136,297+40.5% | $70,124+173.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.41% | 31.45%-14.0pp | 5156.19%-5138.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $14,917 | $2,966+402.9% | $4,696+217.7% | $2,342+536.8% |
| Participant deferral / active EE | $10,547 | $5,051+108.8% | $6,247+68.8% | $3,332+216.6% |
| Admin fee / account holder | $1,365 | $5,420-74.8% | $9,244-85.2% | $4,645-70.6% |