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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 | $30,662 | $60,139-49.0% | $90,461-66.1% | $79,856-61.6% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 12.80% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,030 | $2,069-50.2% | $3,264-68.5% | $2,471-58.3% |
| Participant deferral / active EE | $2,543 | $2,939-13.5% | $3,964-35.9% | $3,741-32.0% |
| Admin fee / account holder | $2,175 | $3,978-45.3% | $5,617-61.3% | $5,306-59.0% |