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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 | $5,451 | $29,716-81.7% | $56,077-90.3% | $80,925-93.3% |
| Participation rate | 78.6% | 41.7%+36.9pp | 52.5%+26.1pp | 67.7%+10.9pp |
| Annual return | 14.00% | 35.30%-21.3pp | 1709.28%-1695.3pp | 35.65%-21.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,999 | $1,228+62.8% | $1,954+2.3% | $4,299-53.5% |
| Admin fee / account holder | $403 | $2,432-83.4% | $2,825-85.8% | $6,940-94.2% |