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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 | $29,042 | $44,984-35.4% | $85,009-65.8% | $74,546-61.0% |
| Participation rate | 99.2% | 49.4%+49.8pp | 67.5%+31.7pp | 67.2%+32.0pp |
| Annual return | 37.62% | 26.25%+11.4pp | 66.47%-28.9pp | 1366.03%-1328.4pp |
| Employer contribution / active EE | $2,888 | $1,458+98.1% | $2,728+5.9% | $2,624+10.1% |
| Participant deferral / active EE | $4,454 | $2,733+62.9% | $4,522-1.5% | $4,347+2.4% |
| Admin fee / account holder | $3,774 | $2,208+70.9% | $6,153-38.7% | $1,944+94.2% |