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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 | $59,713 | $79,223-24.6% | $102,460-41.7% | $74,478-19.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 26.60% | 54.98%-28.4pp | 29.47%-2.9pp | 1370.56%-1344.0pp |
| Employer contribution / active EE | $5,014 | $2,363+112.2% | $3,025+65.7% | $2,626+90.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,072 | $2,003-46.5% | $9,460-88.7% | $1,946-44.9% |