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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 | $34,527 | $48,337-28.6% | $67,560-48.9% | $80,959-57.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 39.48% | 18.26%+21.2pp | 3533.50%-3494.0pp | 35.67%+3.8pp |
| Employer contribution / active EE | $2,224 | $2,023+10.0% | $2,737-18.7% | $2,757-19.3% |
| Participant deferral / active EE | $1,411 | $2,928-51.8% | $4,004-64.8% | $4,300-67.2% |
| Admin fee / account holder | $7,647 | $3,695+106.9% | $3,994+91.5% | $6,925+10.4% |