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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 | $81,250 | $102,422-20.7% | $147,117-44.8% | $80,959+0.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.82% | 135.16%-116.3pp | 420.54%-401.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $2,508 | $3,717-32.5% | $4,932-49.2% | $2,757-9.0% |
| Participant deferral / active EE | $6,436 | $6,652-3.2% | $8,065-20.2% | $4,300+49.7% |
| Admin fee / account holder | $6,320 | $7,953-20.5% | $12,993-51.4% | $6,925-8.7% |