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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 | $11,998 | $29,319-59.1% | $52,425-77.1% | $82,448-85.4% |
| Participation rate | 92.1% | 46.9%+45.3pp | 55.6%+36.5pp | 68.1%+24.1pp |
| Annual return | 22.12% | 535.20%-513.1pp | 302.12%-280.0pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,957 | $586+233.7% | $914+114.1% | $2,551-23.3% |
| Participant deferral / active EE | $712 | $1,171-39.2% | $1,790-60.2% | $4,139-82.8% |
| Admin fee / account holder | $733 | $1,962-62.6% | $2,495-70.6% | $7,234-89.9% |