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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 | $160,338 | $85,766+86.9% | $136,298+17.6% | $70,126+128.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.59% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $11,717 | $2,966+295.0% | $4,696+149.5% | $2,343+400.2% |
| Participant deferral / active EE | $7,869 | $5,051+55.8% | $6,247+26.0% | $3,332+136.2% |
| Admin fee / account holder | $4,700 | $5,421-13.3% | $9,244-49.2% | $4,645+1.2% |