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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 | $93,851 | $60,165+56.0% | $74,184+26.5% | $55,167+70.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.79% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $6,933 | $1,600+333.4% | $2,370+192.5% | $1,963+253.3% |
| Participant deferral / active EE | $5,070 | $2,973+70.6% | $3,550+42.8% | $3,054+66.0% |
| Admin fee / account holder | $10,617 | $419+2432.1% | $5,586+90.1% | $504+2007.0% |