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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 | $67,713 | $53,128+27.5% | $86,582-21.8% | $70,126-3.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.84% | 27.66%-14.8pp | 965.08%-952.2pp | 73.15%-60.3pp |
| Employer contribution / active EE | $5,255 | $2,068+154.1% | $2,839+85.1% | $2,343+124.3% |
| Participant deferral / active EE | $5,318 | $2,695+97.3% | $3,609+47.4% | $3,332+59.6% |
| Admin fee / account holder | $8,919 | $3,584+148.9% | $4,904+81.9% | $4,645+92.0% |