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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,460 | $93,589-77.1% | $135,942-84.2% | $75,181-71.5% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 286.01% | 30.90%+255.1pp | 68.28%+217.7pp | 160.69%+125.3pp |
| Employer contribution / active EE | $3,208 | $3,537-9.3% | $4,858-34.0% | $2,671+20.1% |
| Participant deferral / active EE | $4,914 | $6,405-23.3% | $7,759-36.7% | $4,126+19.1% |
| Admin fee / account holder | $1,556 | $6,977-77.7% | $10,764-85.5% | $5,650-72.5% |