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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 | $80,840 | $102,385-21.0% | $147,080-45.0% | $80,935-0.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.02% | 135.09%-121.1pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $7,772 | $3,717+109.1% | $4,933+57.5% | $2,757+181.9% |
| Participant deferral / active EE | $13,300 | $6,651+100.0% | $8,066+64.9% | $4,299+209.4% |
| Admin fee / account holder | $4,046 | $7,951-49.1% | $12,989-68.8% | $6,924-41.6% |