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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 | $109,375 | $82,678+32.3% | $125,391-12.8% | $68,490+59.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 34.59% | -5.97%+40.6pp | 572.41%-537.8pp | -7.85%+42.4pp |
| Employer contribution / active EE | $4,942 | $3,382+46.1% | $4,816+2.6% | $2,597+90.3% |
| Participant deferral / active EE | $10,635 | $6,111+74.0% | $7,448+42.8% | $4,028+164.0% |
| Admin fee / account holder | $956 | $6,277-84.8% | $10,009-90.4% | $5,403-82.3% |