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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 | $17,941 | $54,690-67.2% | $76,030-76.4% | $74,478-75.9% |
| Participation rate | 73.8% | 60.3%+13.5pp | 69.1%+4.7pp | 67.2%+6.6pp |
| Annual return | 19.67% | 31.92%-12.2pp | 361.54%-341.9pp | 1370.56%-1350.9pp |
| Employer contribution / active EE | $3,039 | $1,781+70.6% | $2,688+13.1% | $2,626+15.7% |
| Participant deferral / active EE | $3,954 | $3,070+28.8% | $4,257-7.1% | $4,350-9.1% |
| Admin fee / account holder | $379 | $2,240-83.1% | $6,421-94.1% | $1,946-80.5% |