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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 | $145,938 | $98,760+47.8% | $149,715-2.5% | $79,858+82.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.13% | 27.43%-14.3pp | 276.66%-263.5pp | 31.72%-18.6pp |
| Employer contribution / active EE | $4,854 | $3,217+50.9% | $4,645+4.5% | $2,471+96.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,553 | $6,053-74.3% | $9,310-83.3% | $5,306-70.7% |