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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 | $56,148 | $78,670-28.6% | $109,173-48.6% | $85,847-34.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.65% | 25.09%-6.4pp | 25.75%-7.1pp | 318.61%-300.0pp |
| Employer contribution / active EE | $7,683 | $2,734+181.0% | $3,723+106.4% | $2,565+199.5% |
| Participant deferral / active EE | $6,502 | $3,467+87.5% | $4,654+39.7% | $3,952+64.5% |
| Admin fee / account holder | $1,843 | $5,469-66.3% | $6,755-72.7% | $6,261-70.6% |