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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 | $78,125 | $57,352+36.2% | $83,831-6.8% | $64,173+21.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 20.00% | 11.38%+8.6pp | 850.99%-831.0pp | 7.63%+12.4pp |
| Employer contribution / active EE | $16,722 | $2,546+556.9% | $3,631+360.5% | $2,381+602.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $19,909 | $4,046+392.0% | $5,479+263.4% | $4,887+307.3% |