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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 | $45,066 | $101,591-55.6% | $147,096-69.4% | $74,429-39.5% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.2%-10.8pp | 67.2%+4.2pp |
| Annual return | 35.55% | 8746.45%-8710.9pp | 419.75%-384.2pp | 1368.38%-1332.8pp |
| Employer contribution / active EE | $2,871 | $3,813-24.7% | $4,936-41.8% | $2,625+9.4% |
| Participant deferral / active EE | $6,930 | $7,302-5.1% | $8,071-14.1% | $4,348+59.4% |
| Admin fee / account holder | $1,142 | $1,750-34.8% | $13,005-91.2% | $1,944-41.3% |