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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 | $44,541 | $101,591-56.2% | $147,096-69.7% | $74,429-40.2% |
| Participation rate | 78.9% | 75.5%+3.4pp | 82.2%-3.2pp | 67.2%+11.7pp |
| Annual return | 13.84% | 8746.45%-8732.6pp | 419.75%-405.9pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $2,362 | $3,813-38.1% | $4,936-52.2% | $2,625-10.0% |
| Participant deferral / active EE | $4,423 | $7,302-39.4% | $8,071-45.2% | $4,348+1.7% |
| Admin fee / account holder | $3,082 | $1,750+76.1% | $13,005-76.3% | $1,944+58.5% |