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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 | $70,555 | $82,678-14.7% | $125,391-43.7% | $68,490+3.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 15.35% | -5.97%+21.3pp | 572.41%-557.1pp | -7.85%+23.2pp |
| Employer contribution / active EE | $8,025 | $3,382+137.3% | $4,816+66.6% | $2,597+209.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,558 | $6,277+36.3% | $10,009-14.5% | $5,403+58.4% |