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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 | $117,613 | $89,364+31.6% | $141,177-16.7% | $72,983+61.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 39.17% | 111.86%-72.7pp | 71.40%-32.2pp | 81.01%-41.8pp |
| Employer contribution / active EE | $6,995 | $3,115+124.6% | $4,736+47.7% | $2,440+186.7% |
| Participant deferral / active EE | $12,329 | $5,419+127.5% | $6,710+83.8% | $3,608+241.8% |
| Admin fee / account holder | $5,600 | $5,959-6.0% | $10,263-45.4% | $5,124+9.3% |