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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 | $47,337 | $84,482-44.0% | $125,363-62.2% | $66,930-29.3% |
| Participation rate | 99.1% | 76.4%+22.7pp | 82.4%+16.7pp | 69.8%+29.3pp |
| Annual return | 26.65% | -8.49%+35.1pp | 572.15%-545.5pp | 1.57%+25.1pp |
| Employer contribution / active EE | $12,750 | $3,553+258.9% | $4,815+164.8% | $2,545+401.0% |
| Participant deferral / active EE | $19,762 | $6,782+191.4% | $7,447+165.4% | $4,238+366.3% |
| Admin fee / account holder | $2,707 | $685+295.3% | $10,005-72.9% | $593+356.2% |