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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 | $102,393-20.6% | $147,041-44.7% | $80,911+0.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.82% | 134.95%-116.1pp | 419.21%-400.4pp | 35.63%-16.8pp |
| Employer contribution / active EE | $2,508 | $3,715-32.5% | $4,935-49.2% | $2,756-9.0% |
| Participant deferral / active EE | $6,436 | $6,647-3.2% | $8,071-20.3% | $4,297+49.8% |
| Admin fee / account holder | $6,320 | $7,943-20.4% | $13,006-51.4% | $6,935-8.9% |