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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 | $70,859 | $101,591-30.3% | $147,096-51.8% | $74,429-4.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.00% | 8746.45%-8731.5pp | 419.75%-404.7pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $1,961 | $3,813-48.6% | $4,936-60.3% | $2,625-25.3% |
| Participant deferral / active EE | $4,405 | $7,302-39.7% | $8,071-45.4% | $4,348+1.3% |
| Admin fee / account holder | $549 | $1,750-68.6% | $13,005-95.8% | $1,944-71.8% |