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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 | $36,425 | $102,422-64.4% | $147,117-75.2% | $80,959-55.0% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 20.31% | 135.16%-114.8pp | 420.54%-400.2pp | 35.67%-15.4pp |
| Employer contribution / active EE | $3,279 | $3,717-11.8% | $4,932-33.5% | $2,757+18.9% |
| Participant deferral / active EE | $5,673 | $6,652-14.7% | $8,065-29.7% | $4,300+31.9% |
| Admin fee / account holder | $1,496 | $7,953-81.2% | $12,993-88.5% | $6,925-78.4% |