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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 | $79,184-24.6% | $102,438-41.7% | $74,546-19.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 26.60% | 54.95%-28.4pp | 29.37%-2.8pp | 1366.03%-1339.4pp |
| Employer contribution / active EE | $5,014 | $2,362+112.3% | $3,024+65.8% | $2,624+91.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1,072 | $2,001-46.4% | $9,448-88.7% | $1,944-44.9% |