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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 | $90,471 | $47,479+90.5% | $62,929+43.8% | $82,448+9.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 16.00% | 20.34%-4.3pp | 1063.93%-1047.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,383 | $1,885+79.4% | $2,505+35.1% | $2,551+32.6% |
| Participant deferral / active EE | $2,666 | $2,870-7.1% | $3,888-31.4% | $4,139-35.6% |
| Admin fee / account holder | $23,997 | $3,804+530.9% | $5,065+373.8% | $7,234+231.7% |