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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 | $78,562-21.6% | $105,608-41.7% | $74,429-17.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 25.62% | 15.94%+9.7pp | 116.50%-90.9pp | 1368.38%-1342.8pp |
| Employer contribution / active EE | $5,618 | $2,521+122.8% | $3,167+77.4% | $2,625+114.0% |
| Participant deferral / active EE | $12,371 | $4,321+186.3% | $5,010+147.0% | $4,348+184.5% |
| Admin fee / account holder | $2,168 | $2,217-2.2% | $11,028-80.3% | $1,944+11.5% |