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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 | $19,586 | $65,092-69.9% | $143,799-86.4% | $66,938-70.7% |
| Participation rate | 78.7% | 65.2%+13.5pp | 80.3%-1.7pp | 69.8%+8.8pp |
| Annual return | 150.31% | -11.14%+161.4pp | -0.04%+150.4pp | 1.58%+148.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,351 | $2,920+254.4% | $5,638+83.6% | $4,238+144.2% |
| Admin fee / account holder | $897 | $502+78.6% | $14,677-93.9% | $594+51.2% |