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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 | $101,653-56.2% | $147,080-69.7% | $74,459-40.2% |
| Participation rate | 78.9% | 75.6%+3.4pp | 82.2%-3.2pp | 67.2%+11.7pp |
| Annual return | 13.84% | 8754.98%-8741.1pp | 420.17%-406.3pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $2,362 | $3,813-38.1% | $4,933-52.1% | $2,626-10.1% |
| Participant deferral / active EE | $4,423 | $7,304-39.4% | $8,066-45.2% | $4,350+1.7% |
| Admin fee / account holder | $3,082 | $1,752+75.9% | $12,989-76.3% | $1,945+58.5% |