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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 | $102,385-64.4% | $147,080-75.2% | $80,935-55.0% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 20.31% | 135.09%-114.8pp | 420.17%-399.9pp | 35.66%-15.4pp |
| Employer contribution / active EE | $3,279 | $3,717-11.8% | $4,933-33.5% | $2,757+18.9% |
| Participant deferral / active EE | $5,673 | $6,651-14.7% | $8,066-29.7% | $4,299+32.0% |
| Admin fee / account holder | $1,496 | $7,951-81.2% | $12,989-88.5% | $6,924-78.4% |