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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 | $39,268 | $45,087-12.9% | $69,483-43.5% | $72,976-46.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.45% | 22.67%-2.2pp | 28.99%-8.5pp | 81.02%-60.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,308 | $2,603+65.5% | $3,537+21.8% | $3,608+19.4% |
| Admin fee / account holder | $850 | $3,057-72.2% | $3,841-77.9% | $5,124-83.4% |