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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 | $45,119-35.6% | $85,126-65.9% | $74,429-61.0% |
| Participation rate | 99.2% | 49.4%+49.8pp | 67.5%+31.7pp | 67.2%+32.0pp |
| Annual return | 37.62% | 26.28%+11.3pp | 66.63%-29.0pp | 1368.38%-1330.8pp |
| Employer contribution / active EE | $2,888 | $1,460+97.8% | $2,731+5.8% | $2,625+10.0% |
| Participant deferral / active EE | $4,454 | $2,738+62.7% | $4,523-1.5% | $4,348+2.4% |
| Admin fee / account holder | $3,774 | $2,214+70.5% | $6,160-38.7% | $1,944+94.1% |