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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 | $43,223 | $68,398-36.8% | $94,664-54.3% | $75,173-42.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 609.92% | 616.72%-6.8pp | 156.84%+453.1pp | 160.72%+449.2pp |
| Employer contribution / active EE | $3,557 | $2,701+31.7% | $3,673-3.2% | $2,671+33.2% |
| Participant deferral / active EE | $7,200 | $6,537+10.2% | $7,417-2.9% | $4,126+74.5% |
| Admin fee / account holder | $4,011 | $5,324-24.7% | $7,222-44.5% | $5,651-29.0% |