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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 | $26,751 | $52,961-49.5% | $172,755-84.5% | $65,185-59.0% |
| Participation rate | 75.7% | 66.2%+9.5pp | 82.6%-6.9pp | 70.2%+5.5pp |
| Annual return | 19.76% | 30.12%-10.4pp | 802.94%-783.2pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,835 | $2,190+29.4% | $5,144-44.9% | $2,177+30.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3,834 | $472+712.3% | $13,955-72.5% | $847+352.5% |