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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 | $76,800 | $79,089-2.9% | $100,392-23.5% | $74,459+3.1% |
| Participation rate | 87.0% | 79.4%+7.5pp | 81.5%+5.4pp | 67.2%+19.7pp |
| Annual return | 22.93% | 20.61%+2.3pp | 49.45%-26.5pp | 1369.70%-1346.8pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $16,754 | $7,747+116.3% | $8,090+107.1% | $4,350+285.2% |
| Admin fee / account holder | $2,791 | $1,336+108.9% | $7,904-64.7% | $1,945+43.5% |