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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 | $39,057 | $60,119-35.0% | $90,430-56.8% | $79,858-51.1% |
| Participation rate | 94.3% | 65.0%+29.4pp | 72.7%+21.7pp | 69.6%+24.7pp |
| Annual return | 10.83% | 71.94%-61.1pp | 1293.73%-1282.9pp | 31.72%-20.9pp |
| Employer contribution / active EE | $3,255 | $2,068+57.4% | $3,262-0.2% | $2,471+31.7% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,174 | $3,976-20.2% | $5,613-43.5% | $5,306-40.2% |