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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 | $25,661 | $51,649-50.3% | $124,206-79.3% | $64,097-60.0% |
| Participation rate | 88.3% | 45.2%+43.1pp | 69.6%+18.7pp | 55.2%+33.1pp |
| Annual return | 33.74% | 19.98%+13.8pp | 515.27%-481.5pp | 34.64%-0.9pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,043 | $2,165+271.6% | $3,968+102.7% | $3,080+161.1% |
| Admin fee / account holder | $1,798 | $4,237-57.6% | $5,929-69.7% | $3,454-48.0% |