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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 | $27,541 | $102,382-73.1% | $147,005-81.3% | $80,874-65.9% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 30.08% | 134.89%-104.8pp | 418.76%-388.7pp | 35.62%-5.5pp |
| Employer contribution / active EE | $2,384 | $3,715-35.8% | $4,934-51.7% | $2,756-13.5% |
| Participant deferral / active EE | $3,276 | $6,646-50.7% | $8,070-59.4% | $4,297-23.8% |
| Admin fee / account holder | $1,353 | $7,942-83.0% | $13,006-89.6% | $6,935-80.5% |