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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 | $18,841 | $51,638-63.5% | $68,368-72.4% | $82,448-77.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.68% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,767 | $2,047-13.6% | $2,649-33.3% | $2,551-30.7% |
| Participant deferral / active EE | $2,557 | $2,914-12.2% | $4,123-38.0% | $4,139-38.2% |
| Admin fee / account holder | $2,140 | $4,643-53.9% | $5,150-58.4% | $7,234-70.4% |