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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 | $68,990 | $54,679+26.2% | $76,119-9.4% | $74,459-7.3% |
| Participation rate | 75.0% | 60.3%+14.7pp | 69.1%+5.9pp | 67.2%+7.8pp |
| Annual return | 18.44% | 31.90%-13.5pp | 361.25%-342.8pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $495 | $1,781-72.2% | $2,693-81.6% | $2,626-81.2% |
| Participant deferral / active EE | $1,442 | $3,072-53.1% | $4,259-66.1% | $4,350-66.8% |
| Admin fee / account holder | $1,936 | $2,238-13.5% | $6,421-69.8% | $1,945-0.4% |