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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 | $61,601 | $78,607-21.6% | $105,624-41.7% | $74,478-17.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 25.62% | 15.96%+9.7pp | 116.20%-90.6pp | 1370.56%-1344.9pp |
| Employer contribution / active EE | $5,618 | $2,523+122.7% | $3,168+77.4% | $2,626+113.9% |
| Participant deferral / active EE | $12,371 | $4,325+186.1% | $5,013+146.8% | $4,350+184.4% |
| Admin fee / account holder | $2,168 | $2,220-2.3% | $10,961-80.2% | $1,946+11.4% |