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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 | $33,465 | $71,230-53.0% | $93,727-64.3% | $80,959-58.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.62% | 11.26%+1.4pp | 133.83%-121.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,629 | $1,565+68.0% | $2,421+8.6% | $2,757-4.6% |
| Participant deferral / active EE | $3,777 | $4,037-6.5% | $4,417-14.5% | $4,300-12.2% |
| Admin fee / account holder | $2,015 | $6,961-71.1% | $8,292-75.7% | $6,925-70.9% |