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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 | $57,262 | $85,171-32.8% | $172,752-66.9% | $72,975-21.5% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 20.70% | 27.32%-6.6pp | 802.97%-782.3pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,834 | $3,324-44.8% | $5,144-64.4% | $2,440-24.8% |
| Participant deferral / active EE | $2,253 | $3,260-30.9% | $5,198-56.7% | $3,608-37.6% |
| Admin fee / account holder | $1,591 | $5,880-73.0% | $13,955-88.6% | $5,124-69.0% |