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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 | $91,976 | $122,239-24.8% | $184,200-50.1% | $74,546+23.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 20.41% | 19.95%+0.5pp | 28.80%-8.4pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $7,276 | $4,537+60.4% | $6,424+13.3% | $2,624+177.3% |
| Participant deferral / active EE | $11,098 | $7,139+55.5% | $9,132+21.5% | $4,347+155.3% |
| Admin fee / account holder | $548 | $1,260-56.5% | $13,907-96.1% | $1,944-71.8% |