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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 | $107,557 | $73,397+46.5% | $178,014-39.6% | $74,546+44.3% |
| Participation rate | 91.6% | 66.6%+25.0pp | 77.1%+14.5pp | 67.2%+24.4pp |
| Annual return | 19.09% | 17.49%+1.6pp | 294.80%-275.7pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $8,823 | $2,217+297.9% | $3,950+123.4% | $2,624+236.2% |
| Participant deferral / active EE | $10,967 | $4,512+143.1% | $6,276+74.7% | $4,347+152.3% |
| Admin fee / account holder | $1,956 | $1,809+8.1% | $10,362-81.1% | $1,944+0.6% |