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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 | $186,831 | $48,337+286.5% | $67,560+176.5% | $80,959+130.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.36% | 18.26%-6.9pp | 3533.50%-3522.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $4,397 | $2,023+117.4% | $2,737+60.7% | $2,757+59.5% |
| Participant deferral / active EE | $6,250 | $2,928+113.4% | $4,004+56.1% | $4,300+45.3% |
| Admin fee / account holder | $12,984 | $3,695+251.3% | $3,994+225.1% | $6,925+87.5% |