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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 | $53,606 | $102,065-47.5% | $453,569-88.2% | $85,847-37.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 15.88% | 25.44%-9.6pp | 64.43%-48.5pp | 318.61%-302.7pp |
| Employer contribution / active EE | $4,548 | $2,852+59.5% | $4,072+11.7% | $2,565+77.3% |
| Participant deferral / active EE | $4,788 | $4,7890% | $6,211-22.9% | $3,952+21.2% |
| Admin fee / account holder | $6,634 | $5,717+16.1% | $11,214-40.8% | $6,261+6.0% |