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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 | $77,293 | $63,342+22.0% | $92,236-16.2% | $70,131+10.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.25% | 530.15%-510.9pp | 176.29%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,901 | $2,471+98.3% | $3,679+33.2% | $2,342+109.2% |
| Participant deferral / active EE | $5,894 | $2,854+106.5% | $3,897+51.3% | $3,332+76.9% |
| Admin fee / account holder | $2,950 | $3,840-23.2% | $5,194-43.2% | $4,645-36.5% |