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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 | $50,741 | $85,171-40.4% | $172,752-70.6% | $72,975-30.5% |
| Participation rate | 84.5% | 70.1%+14.5pp | 82.6%+1.9pp | 69.5%+15.0pp |
| Annual return | 21.48% | 27.32%-5.8pp | 802.97%-781.5pp | 81.01%-59.5pp |
| Employer contribution / active EE | $1,274 | $3,324-61.7% | $5,144-75.2% | $2,440-47.8% |
| Participant deferral / active EE | $3,080 | $3,260-5.5% | $5,198-40.8% | $3,608-14.6% |
| Admin fee / account holder | $14,510 | $5,880+146.7% | $13,955+4.0% | $5,124+183.2% |