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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 | $103,119 | $122,042-15.5% | $184,260-44.0% | $74,459+38.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 49.66% | 19.91%+29.7pp | 28.84%+20.8pp | 1369.70%-1320.0pp |
| Employer contribution / active EE | $10,975 | $4,537+141.9% | $6,427+70.8% | $2,626+318.0% |
| Participant deferral / active EE | $13,677 | $7,143+91.5% | $9,133+49.8% | $4,350+214.4% |
| Admin fee / account holder | $6,153 | $1,252+391.4% | $13,898-55.7% | $1,945+216.4% |