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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 | $58,884 | $60,139-2.1% | $90,461-34.9% | $79,856-26.3% |
| Participation rate | 98.3% | 65.0%+33.3pp | 72.7%+25.6pp | 69.6%+28.7pp |
| Annual return | 16.93% | 71.96%-55.0pp | 1294.76%-1277.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $5,896 | $2,069+185.0% | $3,264+80.7% | $2,471+138.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,189 | $3,978-45.0% | $5,617-61.0% | $5,306-58.8% |