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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 | $30,241 | $102,385-70.5% | $147,080-79.4% | $80,935-62.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.68% | 135.09%-114.4pp | 420.17%-399.5pp | 35.66%-15.0pp |
| Employer contribution / active EE | $2,985 | $3,717-19.7% | $4,933-39.5% | $2,757+8.3% |
| Participant deferral / active EE | $6,820 | $6,651+2.5% | $8,066-15.4% | $4,299+58.6% |
| Admin fee / account holder | $1,975 | $7,951-75.2% | $12,989-84.8% | $6,924-71.5% |