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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 | $180,277 | $89,370+101.7% | $141,197+27.7% | $72,976+147.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.33% | 111.88%-91.5pp | 71.41%-51.1pp | 81.02%-60.7pp |
| Employer contribution / active EE | $7,407 | $3,115+137.8% | $4,736+56.4% | $2,440+203.6% |
| Participant deferral / active EE | $4,792 | $5,419-11.6% | $6,710-28.6% | $3,608+32.8% |
| Admin fee / account holder | $2,031 | $5,957-65.9% | $10,265-80.2% | $5,124-60.4% |