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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 | $24,579 | $58,234-57.8% | $81,783-69.9% | $80,874-69.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 19.92% | 41.70%-21.8pp | 775.05%-755.1pp | 35.62%-15.7pp |
| Employer contribution / active EE | $5,034 | $2,341+115.0% | $2,913+72.8% | $2,756+82.7% |
| Participant deferral / active EE | $4,257 | $3,283+29.7% | $4,320-1.5% | $4,297-0.9% |
| Admin fee / account holder | $2,058 | $4,982-58.7% | $7,380-72.1% | $6,935-70.3% |