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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 | $25,000 | $77,817-67.9% | $123,553-79.8% | $64,173-61.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 18.79% | 12.49%+6.3pp | 119.21%-100.4pp | 7.63%+11.2pp |
| Employer contribution / active EE | $1,305 | $3,014-56.7% | $4,628-71.8% | $2,381-45.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $846 | $5,519-84.7% | $9,284-90.9% | $4,887-82.7% |