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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 | $13,277 | $48,327-72.5% | $67,575-80.4% | $80,935-83.6% |
| Participation rate | 93.2% | 66.4%+26.8pp | 72.9%+20.3pp | 67.7%+25.6pp |
| Annual return | 13.32% | 18.31%-5.0pp | 3528.98%-3515.7pp | 35.66%-22.3pp |
| Employer contribution / active EE | $991 | $2,022-51.0% | $2,736-63.8% | $2,757-64.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $901 | $3,692-75.6% | $3,993-77.4% | $6,924-87.0% |