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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 | $27,905 | $46,877-40.5% | $122,354-77.2% | $70,126-60.2% |
| Participation rate | 98.0% | 58.2%+39.8pp | 71.6%+26.4pp | 69.5%+28.5pp |
| Annual return | 15.13% | 24.22%-9.1pp | 30.28%-15.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $645 | $1,288-49.9% | $4,051-84.1% | $2,343-72.4% |
| Participant deferral / active EE | $2,311 | $2,167+6.6% | $3,287-29.7% | $3,332-30.7% |
| Admin fee / account holder | $4,253 | $3,324+28.0% | $5,479-22.4% | $4,645-8.4% |