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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 | $25,306 | $46,534-45.6% | $64,097-60.5% | $75,177-66.3% |
| Participation rate | 81.3% | 65.9%+15.3pp | 72.3%+8.9pp | 67.2%+14.0pp |
| Annual return | 14.32% | 26.07%-11.7pp | 33.75%-19.4pp | 160.75%-146.4pp |
| Employer contribution / active EE | $1,390 | $1,976-29.7% | $2,750-49.5% | $2,671-48.0% |
| Participant deferral / active EE | $5,092 | $2,835+79.6% | $3,881+31.2% | $4,126+23.4% |
| Admin fee / account holder | $724 | $2,957-75.5% | $3,070-76.4% | $5,651-87.2% |