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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 | $23,076 | $57,305-59.7% | $86,640-73.4% | $75,173-69.3% |
| Participation rate | 87.1% | 63.2%+23.9pp | 71.7%+15.4pp | 67.2%+19.9pp |
| Annual return | 28.12% | 2674.24%-2646.1pp | 592.52%-564.4pp | 160.72%-132.6pp |
| Employer contribution / active EE | $2,815 | $2,316+21.5% | $3,024-6.9% | $2,671+5.4% |
| Participant deferral / active EE | $6,898 | $3,320+107.8% | $4,438+55.4% | $4,126+67.2% |
| Admin fee / account holder | $828 | $4,116-79.9% | $5,616-85.3% | $5,651-85.4% |