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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 | $33,039 | $55,437-40.4% | $155,534-78.8% | $74,459-55.6% |
| Participation rate | 73.8% | 61.9%+11.9pp | 78.2%-4.4pp | 67.2%+6.5pp |
| Annual return | 18.05% | 269.58%-251.5pp | 64.92%-46.9pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $1,015 | $2,266-55.2% | $4,675-78.3% | $2,626-61.3% |
| Participant deferral / active EE | $2,855 | $2,837+0.6% | $5,630-49.3% | $4,350-34.4% |
| Admin fee / account holder | $1,073 | $1,742-38.4% | $15,900-93.2% | $1,945-44.8% |