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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 | $57,464 | $49,249+16.7% | $70,476-18.5% | $79,852-28.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.61% | 30.09%-13.5pp | 109.12%-92.5pp | 31.72%-15.1pp |
| Employer contribution / active EE | $3,911 | $2,100+86.2% | $2,738+42.8% | $2,471+58.3% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $775 | $2,878-73.1% | $3,847-79.8% | $5,306-85.4% |