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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 | $100,353 | $52,967+89.5% | $172,753-41.9% | $65,186+53.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 16.98% | 30.12%-13.1pp | 803.00%-786.0pp | 29.39%-12.4pp |
| Employer contribution / active EE | $15,573 | $2,190+611.0% | $5,144+202.7% | $2,177+615.4% |
| Participant deferral / active EE | $10,142 | $2,471+310.5% | $5,198+95.1% | $3,514+188.6% |
| Admin fee / account holder | $1,037 | $472+119.7% | $13,956-92.6% | $847+22.4% |