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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 | $101,653-30.3% | $147,080-51.8% | $74,459-4.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.00% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $1,961 | $3,813-48.6% | $4,933-60.3% | $2,626-25.3% |
| Participant deferral / active EE | $4,405 | $7,304-39.7% | $8,066-45.4% | $4,350+1.3% |
| Admin fee / account holder | $549 | $1,752-68.6% | $12,989-95.8% | $1,945-71.8% |