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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 | $174,080 | $89,739+94.0% | $149,721+16.3% | $62,293+179.5% |
| Participation rate | 88.6% | 85.1%+3.5pp | 87.1%+1.5pp | 69.5%+19.1pp |
| Annual return | 44.48% | 21.01%+23.5pp | 1501.67%-1457.2pp | 28.90%+15.6pp |
| Employer contribution / active EE | $5,155 | $3,233+59.5% | $5,444-5.3% | $2,042+152.4% |
| Participant deferral / active EE | $12,052 | $4,797+151.2% | $6,568+83.5% | $3,169+280.3% |
| Admin fee / account holder | $7,351 | $551+1233.5% | $11,282-34.8% | $479+1433.5% |