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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 | $101,672-52.4% | $147,117-67.1% | $74,478-35.0% |
| Participation rate | 70.9% | 75.5%-4.6pp | 82.2%-11.3pp | 67.2%+3.7pp |
| Annual return | 16.19% | 8757.83%-8741.6pp | 420.54%-404.3pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $1,238 | $3,813-67.5% | $4,932-74.9% | $2,626-52.9% |
| Participant deferral / active EE | $3,710 | $7,305-49.2% | $8,065-54.0% | $4,350-14.7% |
| Admin fee / account holder | $570 | $1,753-67.5% | $12,993-95.6% | $1,946-70.7% |