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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 | $45,123-35.6% | $85,240-65.9% | $74,478-61.0% |
| Participation rate | 99.2% | 49.4%+49.8pp | 67.5%+31.6pp | 67.2%+32.0pp |
| Annual return | 37.62% | 26.32%+11.3pp | 66.75%-29.1pp | 1370.56%-1332.9pp |
| Employer contribution / active EE | $2,888 | $1,459+98.0% | $2,735+5.6% | $2,626+10.0% |
| Participant deferral / active EE | $4,454 | $2,736+62.8% | $4,527-1.6% | $4,350+2.4% |
| Admin fee / account holder | $3,774 | $2,215+70.4% | $6,165-38.8% | $1,946+94.0% |