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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 | $31,730 | $75,962-58.2% | $154,108-79.4% | $64,173-50.6% |
| Participation rate | 97.5% | 70.4%+27.1pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | 4.23% | 30.32%-26.1pp | 735.21%-731.0pp | 7.63%-3.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,224 | $3,175-29.9% | $5,081-56.2% | $3,470-35.9% |
| Admin fee / account holder | $1,489 | $5,589-73.4% | $13,411-88.9% | $4,887-69.5% |