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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 | $17,226 | $91,198-81.1% | $178,503-90.3% | $79,856-78.4% |
| Participation rate | 92.8% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 24.63% | 24.20%+0.4pp | 151.12%-126.5pp | 31.71%-7.1pp |
| Employer contribution / active EE | $2,030 | $3,257-37.7% | $5,011-59.5% | $2,471-17.8% |
| Participant deferral / active EE | $1,302 | $3,237-59.8% | $5,202-75.0% | $3,741-65.2% |
| Admin fee / account holder | $1,709 | $6,748-74.7% | $13,987-87.8% | $5,306-67.8% |