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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 | $42,400 | $53,841-21.2% | $75,731-44.0% | $85,851-50.6% |
| Participation rate | 96.1% | 69.0%+27.1pp | 74.8%+21.3pp | 69.3%+26.8pp |
| Annual return | 20.35% | 24.54%-4.2pp | 104.65%-84.3pp | 318.63%-298.3pp |
| Employer contribution / active EE | $1,436 | $2,017-28.8% | $2,743-47.6% | $2,565-44.0% |
| Participant deferral / active EE | $1,586 | $2,895-45.2% | $3,820-58.5% | $3,952-59.9% |
| Admin fee / account holder | $9,475 | $3,340+183.7% | $3,620+161.7% | $6,261+51.3% |