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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 | $44,519 | $80,753-44.9% | $136,298-67.3% | $62,293-28.5% |
| Participation rate | 83.8% | 73.5%+10.2pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 17.41% | 35.83%-18.4pp | 5156.27%-5138.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,418 | $2,884-16.1% | $4,696-48.5% | $2,042+18.4% |
| Participant deferral / active EE | $6,923 | $5,164+34.1% | $6,247+10.8% | $3,169+118.5% |
| Admin fee / account holder | $1,993 | $525+279.3% | $9,244-78.4% | $479+315.8% |