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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 | $52,796 | $64,176-17.7% | $112,263-53.0% | $66,949-21.1% |
| Participation rate | 98.0% | 68.4%+29.6pp | 75.1%+22.9pp | 69.8%+28.2pp |
| Annual return | 42.52% | -13.80%+56.3pp | 27.49%+15.0pp | 1.57%+41.0pp |
| Employer contribution / active EE | $1,467 | $3,007-51.2% | $3,636-59.7% | $2,545-42.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $538 | $626-14.1% | $6,410-91.6% | $594-9.4% |