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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 | $199,345 | $91,198+118.6% | $178,503+11.7% | $79,856+149.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.58% | 24.20%-4.6pp | 151.12%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $17,327 | $3,257+432.1% | $5,011+245.8% | $2,471+601.2% |
| Participant deferral / active EE | $15,186 | $3,237+369.2% | $5,202+191.9% | $3,741+306.0% |
| Admin fee / account holder | $13,324 | $6,748+97.4% | $13,987-4.7% | $5,306+151.1% |