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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 | $129,582 | $85,766+51.1% | $136,295-4.9% | $70,131+84.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.04% | 31.45%-14.4pp | 5155.97%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $16,624 | $5,051+229.1% | $6,247+166.1% | $3,332+398.9% |
| Admin fee / account holder | $8,962 | $5,420+65.3% | $9,243-3.0% | $4,645+92.9% |