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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 | $69,247 | $93,598-26.0% | $135,974-49.1% | $75,173-7.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 56.17% | 30.89%+25.3pp | 68.30%-12.1pp | 160.72%-104.6pp |
| Employer contribution / active EE | $8,180 | $3,538+131.2% | $4,859+68.3% | $2,671+206.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,029 | $6,978-70.9% | $10,767-81.2% | $5,651-64.1% |