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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 | $91,976 | $122,063-24.6% | $184,256-50.1% | $74,478+23.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 20.41% | 19.92%+0.5pp | 28.85%-8.4pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $7,276 | $4,539+60.3% | $6,427+13.2% | $2,626+177.1% |
| Participant deferral / active EE | $11,098 | $7,144+55.3% | $9,133+21.5% | $4,350+155.1% |
| Admin fee / account holder | $548 | $1,253-56.3% | $13,899-96.1% | $1,946-71.8% |