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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 | $41,444 | $102,422-59.5% | $147,117-71.8% | $80,959-48.8% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.7%+23.8pp |
| Annual return | 19.93% | 135.16%-115.2pp | 420.54%-400.6pp | 35.67%-15.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,479 | $6,652+87.6% | $8,065+54.7% | $4,300+190.2% |
| Admin fee / account holder | $7,081 | $7,953-11.0% | $12,993-45.5% | $6,925+2.3% |