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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 | $85,289 | $105,210-18.9% | $159,487-46.5% | $85,851-0.7% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 13.90% | 45.08%-31.2pp | 263.71%-249.8pp | 318.63%-304.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,626 | $5,946-22.2% | $7,354-37.1% | $3,952+17.0% |
| Admin fee / account holder | $1,316 | $6,934-81.0% | $10,804-87.8% | $6,261-79.0% |