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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 | $71,400 | $57,330+24.5% | $86,656-17.6% | $75,177-5.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.05% | 2675.40%-2659.4pp | 593.09%-577.0pp | 160.75%-144.7pp |
| Employer contribution / active EE | $5,909 | $2,316+155.1% | $3,025+95.3% | $2,671+121.2% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,057 | $4,115-74.3% | $5,619-81.2% | $5,651-81.3% |