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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 | $63,350 | $57,976+9.3% | $63,018+0.5% | $62,293+1.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.25% | 17.54%-3.3pp | 87.62%-73.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,146 | $2,956+6.4% | $3,330-5.5% | $3,169-0.7% |
| Admin fee / account holder | $2,738 | $276+892.8% | $3,601-24.0% | $479+471.1% |