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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 | $48,325 | $70,684-31.6% | $169,390-71.5% | $75,173-35.7% |
| Participation rate | 85.2% | 64.8%+20.4pp | 77.2%+8.0pp | 67.2%+18.0pp |
| Annual return | 20.19% | 36.38%-16.2pp | 406.07%-385.9pp | 160.72%-140.5pp |
| Employer contribution / active EE | $2,118 | $2,211-4.2% | $4,013-47.2% | $2,671-20.7% |
| Participant deferral / active EE | $3,867 | $4,310-10.3% | $6,222-37.9% | $4,126-6.3% |
| Admin fee / account holder | $7,003 | $5,404+29.6% | $9,015-22.3% | $5,651+23.9% |