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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 | $70,859 | $101,499-30.2% | $147,005-51.8% | $74,546-4.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.00% | 8732.34%-8717.3pp | 418.76%-403.8pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $1,961 | $3,811-48.6% | $4,934-60.3% | $2,624-25.3% |
| Participant deferral / active EE | $4,405 | $7,304-39.7% | $8,070-45.4% | $4,347+1.3% |
| Admin fee / account holder | $549 | $1,748-68.6% | $13,006-95.8% | $1,944-71.7% |