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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 | $72,010 | $72,388-0.5% | $111,392-35.4% | $64,173+12.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 16.68% | -1.50%+18.2pp | -2.06%+18.7pp | 7.63%+9.1pp |
| Employer contribution / active EE | $10,466 | $3,000+248.9% | $4,328+141.8% | $2,381+339.6% |
| Participant deferral / active EE | $13,748 | $4,241+224.1% | $5,567+146.9% | $3,470+296.2% |
| Admin fee / account holder | $1,314 | $5,719-77.0% | $12,266-89.3% | $4,887-73.1% |