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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 | $49,630 | $81,446-39.1% | $103,374-52.0% | $80,874-38.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 91.73% | 25.57%+66.2pp | 24.89%+66.8pp | 35.62%+56.1pp |
| Employer contribution / active EE | $9,053 | $3,107+191.4% | $3,869+134.0% | $2,756+228.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $803 | $6,715-88.0% | $8,394-90.4% | $6,935-88.4% |