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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 | $29,736-81.7% | $56,033-90.3% | $80,935-93.3% |
| Participation rate | 78.6% | 41.7%+36.9pp | 52.5%+26.1pp | 67.7%+10.9pp |
| Annual return | 14.00% | 35.28%-21.3pp | 1711.38%-1697.4pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,999 | $1,228+62.8% | $1,954+2.3% | $4,299-53.5% |
| Admin fee / account holder | $403 | $2,434-83.5% | $2,827-85.8% | $6,924-94.2% |