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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 | $48,284+286.9% | $67,524+176.7% | $80,911+130.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.36% | 18.27%-6.9pp | 3519.41%-3508.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $4,397 | $2,021+117.5% | $2,734+60.8% | $2,756+59.6% |
| Participant deferral / active EE | $6,250 | $2,927+113.5% | $4,001+56.2% | $4,297+45.4% |
| Admin fee / account holder | $12,984 | $3,688+252.1% | $4,001+224.5% | $6,935+87.2% |