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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 | $53,470 | $60,139-11.1% | $90,461-40.9% | $79,856-33.0% |
| Participation rate | 90.5% | 65.0%+25.5pp | 72.7%+17.8pp | 69.6%+20.9pp |
| Annual return | 16.85% | 71.96%-55.1pp | 1294.76%-1277.9pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,342 | $2,069+13.2% | $3,264-28.2% | $2,471-5.2% |
| Participant deferral / active EE | $1,096 | $2,939-62.7% | $3,964-72.3% | $3,741-70.7% |
| Admin fee / account holder | $1,701 | $3,978-57.2% | $5,617-69.7% | $5,306-67.9% |