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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 | $9,585 | $47,479-79.8% | $62,929-84.8% | $82,448-88.4% |
| Participation rate | 96.3% | 66.9%+29.4pp | 73.1%+23.2pp | 68.1%+28.2pp |
| Annual return | 12.79% | 20.34%-7.6pp | 1063.93%-1051.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,144 | $1,885+13.7% | $2,505-14.4% | $2,551-16.0% |
| Participant deferral / active EE | $3,027 | $2,870+5.4% | $3,888-22.2% | $4,139-26.9% |
| Admin fee / account holder | $474 | $3,804-87.5% | $5,065-90.6% | $7,234-93.4% |