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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 | $55,799 | $79,045-29.4% | $100,378-44.4% | $74,429-25.0% |
| Participation rate | 85.3% | 79.4%+5.9pp | 81.5%+3.8pp | 67.2%+18.1pp |
| Annual return | 14.79% | 20.61%-5.8pp | 49.41%-34.6pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,473 | $7,751-29.4% | $8,087-32.3% | $4,348+25.9% |
| Admin fee / account holder | $5,355 | $1,335+301.2% | $7,899-32.2% | $1,944+175.4% |