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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 | $34,003 | $70,587-51.8% | $124,693-72.7% | $85,847-60.4% |
| Participation rate | 97.1% | 64.4%+32.7pp | 74.6%+22.5pp | 69.3%+27.8pp |
| Annual return | 35.38% | 20688.83%-20653.5pp | 5144.19%-5108.8pp | 318.61%-283.2pp |
| Employer contribution / active EE | $2,286 | $1,913+19.5% | $3,324-31.2% | $2,565-10.9% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,580 | $5,282-70.1% | $7,494-78.9% | $6,261-74.8% |