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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 | $72,237 | $58,258+24.0% | $81,820-11.7% | $80,925-10.7% |
| Participation rate | 90.5% | 63.5%+27.1pp | 72.4%+18.1pp | 67.7%+22.9pp |
| Annual return | 12.11% | 41.76%-29.7pp | 777.93%-765.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,683 | $3,284+12.2% | $4,323-14.8% | $4,299-14.3% |
| Admin fee / account holder | $1,686 | $4,976-66.1% | $7,391-77.2% | $6,940-75.7% |