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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 | $63,814 | $45,050+41.6% | $63,018+1.3% | $70,126-9.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.22% | 18.76%-2.5pp | 87.62%-71.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $8,513 | $2,052+314.9% | $2,761+208.4% | $2,343+263.4% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,243 | $2,834+85.0% | $3,601+45.6% | $4,645+12.9% |