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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 | $48,440 | $101,591-52.3% | $147,096-67.1% | $74,429-34.9% |
| Participation rate | 70.9% | 75.5%-4.6pp | 82.2%-11.3pp | 67.2%+3.7pp |
| Annual return | 16.19% | 8746.45%-8730.3pp | 419.75%-403.6pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $1,238 | $3,813-67.5% | $4,936-74.9% | $2,625-52.8% |
| Participant deferral / active EE | $3,710 | $7,302-49.2% | $8,071-54.0% | $4,348-14.7% |
| Admin fee / account holder | $570 | $1,750-67.4% | $13,005-95.6% | $1,944-70.7% |