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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 | $39,056 | $53,128-26.5% | $86,582-54.9% | $70,126-44.3% |
| Participation rate | 94.4% | 65.3%+29.1pp | 73.5%+20.9pp | 69.5%+24.9pp |
| Annual return | 13.19% | 27.66%-14.5pp | 965.08%-951.9pp | 73.15%-60.0pp |
| Employer contribution / active EE | $5,777 | $2,068+179.3% | $2,839+103.4% | $2,343+146.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,028 | $3,584+12.4% | $4,904-17.9% | $4,645-13.3% |