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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 | $165,040 | $85,766+92.4% | $136,298+21.1% | $70,126+135.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.42% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $6,742 | $2,966+127.3% | $4,696+43.6% | $2,343+187.8% |
| Participant deferral / active EE | $6,429 | $5,051+27.3% | $6,247+2.9% | $3,332+93.0% |
| Admin fee / account holder | $2,621 | $5,421-51.7% | $9,244-71.7% | $4,645-43.6% |