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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 | $38,698 | $48,570-20.3% | $130,660-70.4% | $72,976-47.0% |
| Participation rate | 98.0% | 58.6%+39.4pp | 71.7%+26.2pp | 69.5%+28.5pp |
| Annual return | 54.41% | 38.63%+15.8pp | 1709.29%-1654.9pp | 81.02%-26.6pp |
| Employer contribution / active EE | $494 | $1,334-63.0% | $4,092-87.9% | $2,440-79.8% |
| Participant deferral / active EE | $2,713 | $2,384+13.8% | $3,603-24.7% | $3,608-24.8% |
| Admin fee / account holder | $1,904 | $3,549-46.4% | $5,463-65.2% | $5,124-62.9% |