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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 | $65,131 | $53,774+21.1% | $134,162-51.5% | $79,856-18.4% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.00% | 19.01%-4.0pp | 36.35%-21.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,981 | $1,322+49.9% | $3,705-46.5% | $2,471-19.8% |
| Participant deferral / active EE | $3,675 | $2,420+51.9% | $3,500+5.0% | $3,741-1.7% |
| Admin fee / account holder | $758 | $3,985-81.0% | $6,685-88.7% | $5,306-85.7% |